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What Is A Survivorship Requirement

Survivorship Requirement – What If My Beneficiaries Pass Away?

When thinking about the purpose of a will, many only consider the process of smoothly passing assets to their beneficiaries ...
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How To Name A Trust

Estate Essentials: What Do I Name My Trust?

While it likely isn’t the first thing to come to mind when we think about estate planning, assigning a proper ...
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What to Include In An Explanatory Letter

Estate Essentials: What Do I Include in My Explanatory Letter?

When most people think of a will, likely the first thing that comes to mind is a set of instructions ...
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What Will Happen to Jeffery Epstein’s Estate

What Will Happen With Jeffrey Epstein’s $577 Million Estate?

Where Will Jeffery Epstein’s Million Dollar Estate Go? On August 8th, Jeffery Epstein signed his will– and then committed suicide ...
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Estate Planning for Pets

What Happens to My Pets When I Die?

Although a reality in the popular Disney film the Aristocrats, where a wealthy woman leaves her entire estate to her ...
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What A Will Cannot Do

What A Will Will NOT Do

Without a doubt, a will is an important component of any estate plan. It’s primary use is for the testator ...
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Do I Owe Taxes When I Receive Gifts

Gift Tax Basics: Do I Owe Taxes When Someone Gifts Me Money?

It’s fairly unanimous that receiving a gift, especially in the form of cash, is a great feeling. You don’t have ...
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The Risks of Estate Planning

Estate Essentials: Are There Risks in Estate Planning?

Most people know that estate planning is the most effective way to transfer you assets to loved ones after you ...
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What Will My Estate Attorney Ask Me

5 Questions An Attorney Will Ask When Drafting A Will

The process of planning a will is a cause of stress for many people, however it does not have to ...
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How to Recognize and Avoid Senior Scams

Senior Abuse: Top Senior Scams and How to Avoid Them

As unfortunate as it is, it is no secret that tons of financial scams exist that target the elderly population ...
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Mistakes to Avoid In Elder Planning

Elder Law Essentials: Mistakes to Avoid In Elder Planning

One of the benefits of hiring an attorney to draft your estate plan is that the law is highly nuanced, ...
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Medicaid Fraud – Case Updates in 2019

Medicaid is a type of insurance program that was created to provide health care services to people that are low-income ...
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What to do when you turn 65

Long-Term Planning: What Happens When You Turn 65?

Time gets us all, and before you know it you’ve celebrated your 65th birthday and thoughts of how you will ...
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Taxes in Estate Planning

What You Should Know About Taxes in Estate Planning

Just as they do during life, taxes affect you even after death. When drafting your estate plan, you should know ...
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The Benefits of Non-Probate Transfers

The Benefits Of Non-Probate Transfers

Probate, a dirty word in estate planning, is the process where a court determines the legitimacy of your will and ...
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What Is A Pour Over Will

Forgot to Place A Property In Your Trust? – When A Pour-Over Will Can Come in Handy

The Use Of A Pour-Over Will One of the most important things you can do to ensure a peaceful transfer ...
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Protecting assets from nursing home

How Much Money Can A Spouse Have Before Having To Pay for An Assisted Living Facility?

As couples age, they may reach a point in time when one spouse needs to enter a nursing home while ...
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Transmutation in Estate Planning

Mine and Yours? Transmutation in Estate Planning

While individuals within a marriage may not put much thought into whether a property is legally classified as separate, or ...
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When Can You Collect A Deceased Spouse’s Social Security Retirement Benefits

When Can You Collect A Deceased Spouse’s Social Security Retirement Benefits?

When Can You Collect A Deceased Spouse’s Social Security Retirement Benefits The social security administration should be notified as promptly ...
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What Is The Stretched IRA

Estate Planning Tools – The End of the “Stretch” IRA?

This past month, the House Ways and Means Committee has unveiled a new act aimed at modifying regulations surrounding the ...
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