January 30, 2018Estate Planning Trusts Can Protect Your Heirs from Themselves Making plans to give your heirs a financial inheritance can be an overwhelming process for any individual. While most people...
March 9, 2016Revocable Living Trusts Avoiding Taxes with a Revocable Living Trust Will a Revocable Living Trust Help to Avoid Taxes? In and of themselves, trusts do not avoid taxes, but they...
September 9, 2013Gifting, Medicaid Impact of Gifting on Medicaid Eligibility Question: "In preparation for Mom needing to rely on Long Term Care Medicaid benefits in the future, we have been...
January 31, 2013Trusts Using A Trust to Purchase a Home vs. Renting "My 80 year-old, widowed mother is selling her large home and plans to move into a smaller, more manageable residence. ...
May 4, 2011Estate Planning, Short QA Estate Planning and Incapacity – How To Protect the Event Question: What provisions in a will or revocable trust are appropriate for a child or parent who is unable to...
March 15, 2011Uncategorized Revocable Trust – What They Are and How They Work A revocable trust is one type of trust. In general, trusts present many planning opportunities. The hallmark of a revocable...