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2 months ago
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February reminds us of the joy of love in our lives. One way that you can demonstrate your love for your family is to help relieve any unnecessary hardships on your loved ones by preparing for the future and the difficult realities of life that we all must face.
This year, as we celebrate Valenti... [read more]
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8 months ago
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After a long hot summer, we're beginning to see the promise of fall. Children are returning to school, we're having some milder weather in the mornings and evenings, and the holiday merchandise already on display in stores reminds us of a new season ahead. There's a lot of activity all around us, an... [read more]
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11 months ago
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We're reminded frequently that life has a lot of ups and downs. The joyous celebrations of weddings, anniversaries, birthdays, baptisms, and even retirements give us the chance to enjoy happy milestones. Also, the more somber rituals of funerals and visiting with loved ones who are struggling due to... [read more]
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2 years ago
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Many seniors find themselves in need of Medicaid to pay for their long-term care but are surprised to learn that their modest monthly income may disqualify them. The reason for this is that Medicaid is a “means-tested” benefit. In other words, you must not have income exceeding certain thresholds in... [read more]
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4 years ago
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We're often asked if there are special considerations for creating Estate Plans for new grandparents. Our answer is that there are times in our lives that are considered significant events, when we are wise to create or revisit our Estate Plans, and the wonderful experience of becoming a grandparent... [read more]
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5 years ago
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With careful Medicaid planning, you may be able to preserve some of your estate for your children or other heirs while meeting Medicaid's low asset limit.
The problem with transferring assets is that you have given them away. You no longer control them, and even a trusted child or other relat... [read more]
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5 years ago
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We're often asked by clients how they can make sure that their young children are protected, and provided for, if they are unable to care for them for themselves due to incapacity or death. Our answer is that one of the best ways for parents to protect their children is through the use of a trust as... [read more]
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5 years ago
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We're often asked by clients how complicated it is to administer a trust. Our answer is that administering a trust is a formal, fiduciary process that can be a difficult task for a Trustee, the person who manages the administration of a trust. There are numerous details to follow carefully and speci... [read more]
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6 years ago
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A question we're often asked by clients is if they need to use an Attorney for a Trust Administration. A Trust Administration is a formal process managed by the Trustee of the Trust. The Trustee has a fiduciary relationship with the beneficiaries of the Trust. It is essential that the terms of a tru... [read more]
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6 years ago
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One question we're often asked by clients is if they have a Trust, do they still need a Will. Our answer is: YES! It is wise to create a Pour-Over Will. This document creates a safety net to ensure that any forgotten or other accumulated assets not titled in your Trust are transferred into your Trus... [read more]
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6 years ago
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We're often asked by clients if they would benefit from the use of a Revocable Living Trust. Our answer is that Revocable Living Trusts are an excellent way to manage property and other assets during their lifetime and to transfer them to loved ones after death without probate. You can also modify o... [read more]
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7 years ago
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If you are the main person managing the care of the beneficiary of a special needs trust, have you planned yet for a time when you may no longer be able to perform this crucial role? It is important to plan appropriately to ensure that the beneficiary will have an advocate and someone closely manag... [read more]
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