Assets

June 16, 2019
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Reasons to Create an Estate Plan Now

Have you ever said or overheard someone else say I do not need a Will, Power of Attorney or Advance Care Directive? By not engaging in estate planning you are allowing laws enacted by the legislature to make your decisions.
June 6, 2019
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Fluid Estate Planning for Changes in Life Circumstances

Your estate plan needs to change with life events. Divorce, marriage, and having children are some of the few things that truly can affect every aspect of your life.
May 20, 2019
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Navigating the Medicaid Minefield

What you don't know about Medicaid can cost you and your loved ones. Here are some common traps that can be avoided with planning and help of a knowledgeable elder law attorney.
April 4, 2019
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Debt After Death

Some of the most frequently asked questions in the estate-planning field are about debt and what happens to it after you die.
January 22, 2019
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Using Immediate Annuities to “Spend Down” for Medicaid

To qualify for Medicaid, a Federal program wherein the government pays a portion if not all of an elderly patient’s long-term care costs, an applicant cannot own more than $2,500 in countable assets.
January 17, 2019
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The Importance of Reviewing Assets & Estate Planning Documents Post-Divorce

Are you divorced or in the middle of a divorce proceeding? If so, you should review your estate planning documents, ownership titles on your assets and named beneficiaries.
January 6, 2019
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Special & Supplemental Needs Trusts

Understanding Supplemental and Special Needs Trusts is the first step to ensuring future financial stability for any loved ones receiving disability benefits from the government.
December 6, 2018
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Stan Lee Elder Abuse

According to the National Council on Aging, approximately 1 in 10 Americans over the age of 60 have experienced some form of elder abuse, and of the nearly 5 million cases each year, only 7% are ever even reported to the police.
September 1, 2015
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Life Estate Deeds Advantages & Disadvantages

Today, it is possible to re-title the ownership of many assets by adding a beneficiary. When the asset is real property, for example your house, this occurs through the use of a life estate deed.
May 18, 2015
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The Pros and Cons of Co-Owned Accounts

This article specifically addresses the Pros and Cons of accounts that are titled ‘Joint Tenant with Rights of Survivorship’, (JTWROS). An account, titled in two or more persons’ names that have rights of survivorship, is jointly owned by those individuals.
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