It’s as a good of a time as any to think about updating your plan. This includes your entire plan, including Powers of Attorney. Powers of Attorney ... Read More
What Is a UTMA Account?
The acronym “UTMA” stands for the Uniform Transfers to Minors Act that was enacted in 1986. It is an extension of the Uniform Gifts to Minors Act ... Read More
Escape Risky Probate Avoidance Schemes
People sometimes fall victim to the “little bit of knowledge is a dangerous thing” phenomenon, and this applies to the field of estate planning. In ... Read More
Will Medicaid Put a Lien on Your Home?
Medicaid should be on your radar even if you are going to qualify for Medicare because Medicare does not pay for long-term care. The Medicaid program ... Read More
An Introduction to Special Needs Planning
There are different estate planning approaches that can be taken, and the right way to provide assets for one person on your list may not be ... Read More
Do You Pay Capital Gains Taxes on Inherited Assets?
When you start to focus on the process of estate planning, the subject of taxation will naturally come to mind. We are going to provide a broad ... Read More