If you are a high-net-worth individual, it’s essential to have a comprehensive estate plan in place. However, every family’s circumstances are unique, and there is no one-size-fits-all solution for estate planning
It was a blustery day on Sunday, October 3rd when we gathered to participate in the annual Walk to End Alzheimer’s. Thanks to our clients, colleagues, friends and staff for being part of our efforts on behalf of the 2022 Walk to End Alzheimer’s. If you missed it, look for our activity next year.…
You may have heard of the terms “springing” and “non-springing” power of attorney and wonder what they mean.
When you put your assets in a MAPT, Medicaid will not count the money in the trust toward its resource limit.
A life estate often comes up in discussions of estate and Medicaid planning. It is a form of joint ownership that allows one person to remain in a house until his or her death, when it passes to the other owner.
If your loved one is entering a nursing home, you may worry whether you could be liable for their care.
Unfortunately, neither health insurance nor Medicare covers long-term care. Medicaid could become your only option, so do what you can to plan ahead.
If you have ever been admitted to the hospital, you have likely been asked to sign a health care proxy form.
In many cases, you would tell your beneficiaries that you have made a trust for them. However, this is not always desirable – and this is where a “quiet” trust may be helpful.
Even if you’ve created an estate plan, are you sure you included everything you need to? There are certain provisions that people often forget to put in in a will or estate plan that can have a big impact later on.