Deaf, Mute and Blind- When Is A Person Considered “Incapacitated?”

Generally speaking, a person is considered incapacitated when he or she is no longer able or competent enough to manage ...
Read More

Exploring the Spousal Lifetime Access Trust (SLAT)

Until Death Do Us Part: Exploring the Spousal Lifetime Access Trust (SLAT) What is a Spousal Lifetime Access Trust (SLAT)? ...
Read More

The Ethics of Medicaid Planning

Though it originated as a program to help America’s poor, Medicaid has since become one of the main long-term care ...
Read More
Digital Assets

Digital Assets Estate Planning – Alternatives to Perpetual Access

With regard to estate planning, the process of preparing for the transfer of your assets upon your passing, the legal ...
Read More

Noah Didn’t Wait Until the Flood – The Importance of Preemptive Asset Protection

Noah Didn’t Wait Until the Flood – Protect Your Assets Before It’s Too Late One of the earliest examples of ...
Read More

Woodbridge, Bayou, and Stratton- Financial Schemes by “Reputable” Institutions

It is no secret that people like to engage in not just earning money, but watching it grow as well ...
Read More

4 Important Long Term Care Planning Tips for Couples

As we age, we never know what might happen. The future is unknown, and we might be gone tomorrow, or ...
Read More

Willing Doesn’t Make It So – The Limitations of a Will

A will is a legal document that one has drawn up prior to death that states how their assets will ...
Read More

The Link Between Medicaid Fraud and the Opioid Crisis

There is little doubt to the notion that the Medicaid program helps millions of Americans in need of affordable and ...
Read More

Elder Law – Asset Allocation for Retirement Planning

When approaching retirement, it is important to think about the future of your assets. The value of certain assets may ...
Read More

Same Old Assets, Fresh New Trust – Decanting Trusts

Like wine decanting, where the contents of a bottle are poured from one container to another, decanting a trust means ...
Read More

Ghosted: Probate Courts Say Missing is not as Good as Dead

Missing is not as Good as Dead According to Probate Court, when dealing with one’s inheritance, missing does not mean ...
Read More

Assets on Ice: Cryogenic Estate Planning

Dennis Kowalski, a husband and father of three, recently spent $140,000 to cryogenically preserve his entire family after they die, ...
Read More

Breaking Down the Totten Trust

Since the New York Court of Appeals first established the legality of Totten trust in 1904’s Matter of Totten, the ...
Read More

Don’t Let Divorce Distract You From Important Estate Planning Considerations

Although life would be much simpler if it stayed the same for long periods of time, the truth is that ...
Read More
debt after death

Debt after Death: Who Takes on the Debt after a Debtor Dies?

Picture this scenario: You are approaching the end of your life, yet your balance sheet is in the red. You ...
Read More
estate planning death method

Specifying a Method of Death in Estate Planning Documents

Going Out on Your Own Terms: Specifying a Method of Death in Estate Planning Documents Traditionally, the goal of estate ...
Read More

The Role of Deeds as Estate Planning Tools

Defining a Deed – What is it? A property deed is a legal document that can be used to transfer ...
Read More
Tax Plan and Estate Planning

The GOP Tax Plan’s Effect on Estate Planning

New GOP Tax Plan May Actually Be To Die For The new House GOP tax plan has caused a stir ...
Read More
Max Hopper and Estate Planning

An Estate Planning Nightmare: Hopper v. JP Morgan

Generally speaking, people tend not to spend too much time focusing on events they do not consider imminent, such as ...
Read More