Estate Planning Articles

New Year’s is a time for resolutions. This year, resolve to keep harmony in your family both now and in the years to come. Proper estate planning helps to ensure your family’s peace of mind.

Even though there is no longer an estate tax, contrary to what many may believe, there is still plenty to do!  A qualified Estate Planning/Estate Administration attorney may help to ease the burden and guide you through the more difficult of these tasks.

There was a time when women stayed home, cooked, cleaned, and had babies. No one reading this article was around during those days. Today we have gender equality and many of us even probably know a stay-at-home husband. However, there still are differences and one area women should be concerned about involves estate planning.

Do the Medicaid gifting rules and asset transfer penalties have you confused? If so, you are not alone! Unfortunately, failing to understand the rules and penalties could result in your ineligibility for benefits right when you need them the most. The answers to several common questions may help you gain a better understanding of Medicaid’s rules and penalties.

Nursing homes have historically resisted the concept of Medicaid planning based on the assumption that patients who engaged in Medicaid planning were trying to avoid paying their bills. In recent years, many nursing homes have started to rethink that position as they realize that Medicaid planning is often in their best interest as well as the patient’s.

For most families, especially those with considerable assets, gifting is a great way to reduce their taxable estate while providing even greater benefits for minor children.

Your vacation home is a source of countless cherished family memories, and you may want to keep the property in the family, for your children and grandchildren to enjoy even after you’re gone. However, without proper planning, your vacation home can become a source of conflict for your loved ones. Learn how good planning can protect your vacation home for future generations.

Many in the LGBTQ community and nationwide are celebrating the Supreme Court’s rulings in U.S. v. Windsor and Hollingsworth v. Perry. What questions do these rulings raise, and how will they affect your estate plan?

Many business owners spend so much time working in the business on day-to-day tasks that they forget to ask one essential question: “What will happen to my business after I’m gone?” Most family-owned businesses fail to outlive their owners. Learn how you can help your business survive you.

One method for making sure you leave a lasting charitable legacy is to let a life insurance policy do the work for you. Here’s how.