Consultation Request – Thank You2023-10-29T17:40:00-04:00

Important Facts About Medicaid Planning

When it comes to dealing with the excruciating cost of long-term care services, there is no room for error and knowledge is power. For that reason, we summarized for our readers the answers dealing with some of the most common [...]

Who Needs Estate Planning?

Estate planning isn’t about how much money you have, it's about protecting what you have for you, during your lifetime and for those you love after you’re gone. It ensures what you have gets to the people you love, the [...]

Estate Planning for LGBT Couples

In 2015 when the Court decided the landmark case, Obergefell v. Hodges, which held that the Due Process Clause of the Fourteenth Amendment guarantees same-sex couples the right to marry and these marriages must be recognized nationwide. In addition to [...]

Your Cyber Legacy: 3 Tips for Your Digital Assets

There’s an entire category of commonly-overlooked legacy to consider – digital assets. Don’t worry if you didn’t consider these assets when made your will or trust – it’s surprisingly common and, luckily, easy to correct. What are digital assets? They [...]

IRAs and Estate Planning

In 2014, the U.S. Supreme Court’s decision in Clark v. Rameker altered the landscape of estate planning strategies concerning protecting inherited IRAs from creditor claims. In Clark, the court considered whether a person who had inherited an IRA from her [...]

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