Step-Up in Basis and Why It Matters in Estate Planning
If you are considering engaging in estate planning or you may be inheriting assets, it is important to understand what the step-up in basis is and how it may affect you.
After a Dementia Diagnosis: Preparing for the Future
Fortunately, receiving a diagnosis of dementia or Alzheimer’s does not mean that you cannot execute legal documents or make decisions about plans for your future finances and health care.
Pros and Cons of a Medicaid Asset Protection Trust
A MAPT is one option a person may use to protect their assets from Medicaid and nursing homes or long-term care. Consider some pros and cons of MAPTs to see if this long-term care strategy is right for you.
Getting Medicare Food Benefits
Although original Medicare does not offer food benefits, some Medicare Advantage plans provide a grocery allowance or cover meal delivery.
Will Medicare Pay for Housekeeping Services?
Coverage of housekeeping services can depend on several factors.
MSW Recognized in Tier 1 by Best Law Firms/US News & World Report
We are proud to share the news that our firm has been recognized in Tier 1 by Best Law Firms — in conjunction with U.S. News & World Report — in the practice area of Closely Held Companies and Family Business Law. The U.S. News – Best Lawyers® “Best Law Firms” rankings are based on…
No Will? You’re Putting Your Kids at Risk
As the recent death of Anne Heche shows us, not having a will can place a significant burden on your children and cause undesirable complications.
5 Smart Estate Planning Strategies for High-Net-Worth Families
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
Do Frequent Flier Miles Expire When You Do?
Accumulated frequent flier miles can be valuable assets, but what happens to those miles after somene dies? Can a spouse or other heirs inherit them, or do the miles simply evaporate like a contrail?
Majority of Adult Children Cannot Support Boomer Parents, Surveys Find
A recent survey finds that 55 percent of adult children say they are not financially prepared to help their Baby Boomer parents cope with rising inflation and living expenses.