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Business Succession and Estate Planning

Succession and Estate Planning for Businesses

Succession and Estate Planning Building and operating a business is, by any metrics, a big feat to accomplish. It often ...
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Common Medicaid Planning Mistakes

Common Medicaid Planning Mistakes

Medicaid is one of the largest insurance providers in America, designed to help low-income families and individuals, seniors, the disabled, ...
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Natural Disaster Planning

Estate Planning for Natural Disasters

Accidents happen when we are least expecting them. Natural disasters in particular can catch us off guard, as they are ...
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5 Criminal Fines For Medicaid Fraud

5 Criminal Fines For Medicaid Fraud

Jail Time: It is very possible that a Medicaid fraud conviction can bring about a jail sentence. Fines: If convicted ...
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Taxes In Retirement

Elder Planning – What Taxes Will I Have to Pay When I Retire?

To most, retirement seems like a final destination; you’ve worked your entire adult life and you finally have a chance ...
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common-estate-planning-mistakes

Common Estate Planning Mistakes

Common Estate Planning Mistakes (Part 2) Regardless of your financial position, making sure that your assets are transferred smoothly after ...
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Does a Will Take Priority Over A Prenuptial Agreement

Wills & Prenups – Which Takes Priority?

A prenuptial agreement, or prenup, is a written contract created by two people before they get married. Prenups usually include ...
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Out of State Advance Directive

Will My Advance Directives Be Valid In Other States?

What happens if you suddenly experience a casualty or severe illness that leaves you paralyzed and/or unable to communicate? How ...
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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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