Life estates can be an excellent tool for Medicaid planning, probate avoidance and tax efficiency, but there are potential problems to look out for. Knowing the implications and risks of a life estate is essential in determining whether it is appropriate for your situation.
In a life Continue reading
Making sure your end-of-life wishes are followed no matter where you happen to be is important. If you move to a different state or split your time between one or more states, you should make sure your advance directive is valid in all the states you frequent. Many people think advance Continue reading
When interest rates are low, intrafamily loans can be a good way to assist a relative (typically a child) with purchasing a house or a family business, and in certain circumstances they can be used to gift money to the next generation.
An intrafamily loan allows family members to Continue reading
Parents of a child with special needs know that they must plan for the child’s care and support way into the future. This is especially so if the individual is unlikely ever to be able to earn an income. But what happens in cases of divorce? How does the issue of child support come Continue reading
Life estates can be an excellent tool for Medicaid planning, probate avoidance and tax efficiency, but there are potential problems to look out for. Knowing the implications and risks of a life estate is essential in determining whether it is appropriate for your situation.
In a life Continue reading
Britney Spears’s legal fight to wrest back control over her personal and financial affairs has flooded the issue of guardianship in Klieg lights. While a full guardianship may be necessary for many individuals who are incapable of managing their own affairs due to dementia or intellectual, Continue reading
While a Will is one of the most important Estate Planning documents you can have, there are things that it won’t cover. A Will is just one part of a comprehensive Estate Plan. A Will is a legally-binding statement directing who will receive your property at your death. It is also Continue reading
Talking about Estate Planning is a difficult, emotional topic but it’s essential for every family. Unless you’re certain your parents have an up-to-date will and a wider plan for what 
should happen in the event of their passing, you shouldn’t assume everything will be taken care of. Continue reading
It’s a new month, so its time for a new theme! This month, we are shifting our focus from Elder Law, to focus on our young adults and college babies! It’s already July, which means it’s almost time for back to school. Some are flying the nest for the first time, some are going hours Continue reading
While Estate planning and Asset Protection is essential for everyone, this month, I have stressed why it’s an absolute must for the LGBTQ+ community. In Planning With Pride Part 1, I encouraged you to be proactive about planning, so that you can protect your assets from random family Continue reading
