Articles

Trusts and Wills have specific and quite different benefits for estate planning purposes. Each state has specific laws and regulations governing these legal documents. You can have both a will and a trust; however, the information in each should comp… Read More

If you or a loved one has been diagnosed with Alzheimer’s disease, it is important to start planning immediately. There are several essential documents to help you once you become incapacitated, but if you don’t already have them in place, you ne… Read More

Can you give away $15,000 each year to your children, grandchildren, or others? Sure, if you have the money to give, you certainly can. But beware: there may be consequences should you apply for Medicaid long-term care coverage within five years afte… Read More

Earlier this year, I focused on some deeper questions to ask yourself about your estate plan. But let’s take a step back. Let’s get back to basics. Let’s go through an estate planning checklist. Basic Estate Planning Checklist Revie… Read More

It’s mid-July, and in any other year, this would be that exciting time as rising college freshmen prepare to go to college. Stores would be full of dorm room décor and organizational tools, college towns would be gearing up for an influx of new re… Read More

“The people of Texas are informed that in accordance with a Proclamation from the Executive of the United States, ‘All slaves are free.’ This involves an absolute equality of rights and rights of property between former masters and slaves,… Read More

In late June 1969, police once again raided the Stonewall Inn in New York City. A community that had been oppressed for too long finally spoke out more loudly and more visibly than ever before, and the Stonewall Uprising and riots began. Change began… Read More

As our lives shift and change these days, while we are focused on the wellbeing of ourselves and our families, it’s especially a good time to review your plan. Here are six key questions to ask yourself in that review. Read More