Blog Articles

totten-trust

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 ...
estate-planning-divorce

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 ...
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 ...
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 ...

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 ...
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 ...
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 ...
Tax Plan and Medicaid Planning

The GOP Tax Plan’s Effect on Medicaid Planning

The Republican Party, also known as the GOP, recently proposed a tax plan which, if enacted, would repeal certain deductions ...
Medicaid Eligibility

The Effect of the Medicaid Work Requirement on Eligibility

Medicaid planning attorneyThe Effect of the Medicaid Work Requirement on Eligibility On Tuesday November 7th, 2017, President Trump and his ...
Medicaid Planning

How to Qualify for Medicaid Today

How do you qualify for Medicaid? The Medicaid program is often used as a device by those who cannot afford ...
Common Law Couple Estate Planning

Why Common Law Couples Need an Estate Plan

Out of Wedlock and Out of Luck: What Happens When Common-Law Couples Lack an Estate Plan? Although registering a marriage ...
Differentiating Trusts

Wading Through the World of Trusts – How do Various Trusts Differ?

Wading Through the World of Trusts – How do Various Trusts Differ? What are Trusts? Creating a trust with the ...
Co-conservatorship

Co-Conservatorship – Are Two Heads Better Than One?

Can a person have more than one conservator?   Do you have an elderly relative that is having trouble taking ...
Avoiding Medicaid and Medicare Scams

How Can I Spot and Avoid Medicaid and Medicare Scams?

How Can I Spot and Avoid Medicaid/Medicare Scam? As technology gets better, so do Medicaid and Medicare scammers. That’s why ...
Parent and Child

Think of the Children – What Happens to Them if You Die

Think of the Children – What Happens to Them if You Die It’s something we all know – that our ...
Registering a Trust

Choosing Between a Revocable Trust and an Irrevocable Trust

Choosing Between a Revocable Trust and an Irrevocable Trust What is a Trust? Trusts are employed by individuals and families to distribute their ...
Registering a Trust

Should I Register My Trust? Check Your Address

Does A Trust Have to Be Registered With The State? If you’re a person who is familiar with the dealings ...
Estate Planning with

Preparing an Estate Plan after a Dementia Diagnosis

Dementia and Legal Planning Have you or someone you love been diagnosed with Alzheimer’s dementia? Every 66 seconds someone in ...
Immigrant Father and Son

The Effect of the US’s Immigration Policy on Families in the US

The Effect of the US’s Immigration Policy on Families in the US With the political sphere currently filled with alarmist ...
Amending a Will or Trust

Amending Wills and Trusts

Amending Wills and Trusts Though amending your will or trust might sound like a confusing, daunting task, it is a ...