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Category Archives for Estate Planning (Wills and Trusts), Probate/Estate Administration
A Guide to Pooled Income-Only Trusts
Medicaid recipients are required to contribute their “surplus” monthly income to their care provider before they can receive benefits. Specifically, an individual is only entitled to keep a maximum income […]
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How to Keep Your Estate Plan Current
When and how often do you need to review and update your estate plan? The answer will vary from person to person, family to family, but a number of factors […]
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Top 6 Tips for Maintaining Your Independence
February is Senior Independence Month. We all want to remain independent, stay in our homes, and age in place as long as possible. Here are some tips to help older […]
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The King’s Daughter’s Codicil
We often hear stories of celebrities with millions of dollars passing away without a Will, like Michael Jackson, Pablo Picasso, Prince, Aretha Franklin, and Aaron Carter, to name a few. […]
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Do I Need a Trust?
As you plan for your future healthcare needs, what steps should you take to protect your assets? Should you set up a trust? If so, how do you know what […]
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Start the New Year by Getting Your Ducks in a Row
Every competent adult should execute a Last Will and Testament. This legal document determines how your estate will be distributed upon your death. It keeps decision-making in your hands, where […]
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Estate Planning: Gifting to Heirs
As the holiday season is upon us and the tax year is coming to a close, it is a good time to consider making tax-advantaged gifts to your loved ones […]
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How To Protect Your Parent’s Assets From Nursing Home Costs
Asset protection– It’s something that many people don’t think about until it’s too late. When a parent or loved one enters a nursing home, the cost of care can quickly […]
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Aaron Carter’s Death Emphasizes the Importance of Having a Will
At the age of 34, Aaron Carter, musician and teenage heartthrob of the 1990s, has reportedly passed away without a Will. What does this mean for his loved ones and […]
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The Smart Way to Appeal a Foolish Fair Hearing Decision
We’ve all read Fair Hearing Decisions and wondered whether the Administrative Law Judge and Commissioner’s Designee deciding the hearing actually knows the law. I recently had a decision come across […]
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