There is a federal estate tax in the United States that is a looming threat for individuals that have been extremely successful from a financial standpoint. The reason why it is only a factor for … [Read more...]
Why Would You Use an Irrevocable Trust?
In the field of estate planning, there are revocable trusts, and there are irrevocable trusts. When you do not know much about the subject, a logical question would come to mind. Why would you take … [Read more...]
What Is the Function of the Probate Court?
As estate planning and elder law attorneys, we often interact with the probate court. There are a handful of different types of situations that must be supervised or decided upon by this court. In … [Read more...]
Can a Trust Provide Nursing Home Asset Protection?
Many people are unpleasantly surprised when they learn all the facts about long-term care and the expenses that go along with it. As we all know, Medicare is a government health insurance program that … [Read more...]
Pet Ownership Can Be Beneficial for Lonely Elders
There are challenges that many senior citizens face as the years pass. Loneliness is certainly one of them. When you are retired, you do not have regular interactions with coworkers on a daily basis. … [Read more...]
Beneficiary Designations, etc., Aren’t a True Substitute for a Trust
TOD (Transfer on Death) designations, POD (Pay on Death) designations, and beneficiary designations can be useful in the right circumstances. Each of these tools allows for an automatic transfer to … [Read more...]
Selecting an Agent
Choosing the right Agent under a Power of Attorney is one of the most important choices. This article discusses the qualities of an ideal Agent and qualities to avoid in selecting an Agent. Read on to … [Read more...]
Asset Protection 101
The asset protection attorneys at our firm often assist individuals, business owners, and investors that are interested in asset protection strategies. Without question, it is very important to … [Read more...]
Estate Planning: Looking Beneath the Surface
There is much more to the process of estate planning than the simple creation of a last will. It is important to understand all the facts so you can make the right decisions. In fact, in most cases, a … [Read more...]
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