Latest News

Will Medicaid Cost Me My House?

Friday, March 19th, 2021

Blended Families and Estate Planning

Friday, February 5th, 2021

A Will Does Much More than You Think

Friday, January 22nd, 2021

Unique Planning Opportunity for Disabled or Chronically Ill Beneficiaries

Tuesday, July 21st, 2020

There is great news for clients with certain family members or other beneficiaries – this year brought a significant change in the law that benefits beneficiaries who are disabled or chronically ill. The Setting Every Community Up for Retirement Enhancement (SECURE) Act became law.

Has Your Stimulus Check Been Taken by the Nursing Home?

Tuesday, May 26th, 2020

As we all know Congress has authorized stimulus payments to be made to those eligible persons. The CARES Act provides $1200 for individuals, $2400 for joint taxpayers and taxpayers with children with $500 for each child...

Court Decisions Holding Personal Representatives of Estate and Trustee Personally Responsible For Taxes

Friday, May 15th, 2020

Recently the United States Tax Count issued several decisions regarding the tax liability of transferees. The transferees were individuals who received distributions from transferors, which were corporations which sold their assets and then made distributions ...

Special Needs Trusts: Important Update

Tuesday, November 12th, 2019

A properly drafted and funded special needs trust can enhanced your loved one’s life for a lifetime – just what you want for your child

Devilish Details Make All the Difference

Tuesday, November 5th, 2019

Too many clients undermine their own wishes because they overlooked these details.

The First Interview with Your Estate Planning Attorney is Critical

Tuesday, October 22nd, 2019

Sometimes that initial interview can become very emotional, and you should be prepared for that. The result will be a plan that reflects your real desires and meets the needs of your loved ones.

Pending Legislation Will Help Seniors

Tuesday, October 15th, 2019

DIY Estate Planning?! More Risks Than You'd Think...

Thursday, September 26th, 2019

Sadly, the consequences of DIY estate planning may not be discovered until you die when you won’t be around to sort out the problems and your loved ones may be left with a mess to untangle.