This type of account, named for Section 529 of the Internal Revenue Code, enables you to reduce your taxable estate while earmarking funds for the higher education of a grandchild (or any other family member). Funds contributed to such accounts are i… Read More

Although a nursing home cannot require a child to be personally liable for their parent’s nursing home bill, there are circumstances in which children can end up having to pay. This is a major reason why it is important to read any admission ag… Read More

Over the past weekend, I attended the REO Speedwagon and Chicago concert. At one point during REO’s performance, three of the band members (all guitar players) gathered near the front of the stage, playing some ongoing music but not a clearly ident… Read More

Sitting in my office this week, I had the opportunity to watch a clip from HBO’s Last Week Tonight with John Oliver. He provided an explanation of how guardianship works, with a frank discussion of the possible scary implications. Of course, be… Read More

By tradition, last month (June) was the month of weddings. In all of that wedded bliss, then, maybe seeing an estate planning attorney was not at the top of your list. On one hand, you’re safe: Florida adds your spouse to your will in your esta… Read More

On April 2, the Centers for Medicare & Medicaid Services (CMS) expanded how it defines the “primarily health-related” benefits that insurers are allowed to include in their Medicare Advantage policies. As a result, when these plans roll out t… Read More

When you create your estate plan, not only do you decide what happens to your belongings and property after you die, you also choose people in the roles of your estate plan to do things for you when you cannot. Some of these people act after your dea… Read More

Many families include a person with special needs who receives Supplemental Security Income (“SSI”), Medicaid, or other government benefits. These benefits may provide food, shelter, and/or medical care. Careful planning needs to be in place with… Read More