August 21, 2014Special Needs Trusts, Trusts What is a Special Needs Trust? While the majority of the clients we see love their children equally and wish to treat them equally when they...
August 5, 2014Trust Administration Trust Administration – What You Need to Know BEFORE You Agree to Administer a Trust Question: What are some of the things I should know BEFORE I agree to be the Administrator of someone's Trust? Answer: ...
June 13, 2014Estate Plan, Estate Planning Estate Planning for the Blended Family Little attention has been paid to the estate planning issues confronting blended families. A blended family or step family is...
September 27, 2013Special Needs Trusts, Trusts Trusts: Common Types of Trusts and How They Work Trusts are a common planning tool that can be used to allow one person to hold property for the benefit...
September 25, 2013Estate Plan, Estate Planning Documents That Should Be Included in Every Estate Plan What Documents Should Be Included in a Comprehensive Estate Plan? Answer: A comprehensive estate plan should include the following documents,...
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...