What are the Medicaid Spend Down Priorities?
One of the most crippling situations for families is when a loved one needs long…
Top 3 Things That Overcomplicate an Estate
No Need to Overcomplicate an Estate Far too often, the general public has ideas about…
Medicaid Whoopsies vol. 1
Medicaid Planning When it comes to Medicaid Planning, there are tons of loopholes that can…
Should I do a Will or Trust
This question of a will or trust comes up all of the time when it…
Short Form Estate Planning Cheat Sheets Released
At the beginning of the year, I and my office recommitted ourselves to providing good,…
The Red Tape Estate: The Probate Process Explained
Ever since my grandfather passed on and my grandmother had to deal with a year…
Charity Minefields in Estate Planning
Giving to charities through gifting and estate planning can provide may rewards, and not just…
Schedule A is Missing
You know a plan is broken into a thousand-piece puzzle when the pages of the…
Mom Needs Help… What Do We Do?: Basic Long Term Care Options
While Medicaid and Long Term Care Planning is often focused on preserving money, at least…
Andrew Tate and 2023 New Year’s Revolutions
It sounds ridiculous that it even has to be stated, but with the New Year…
I Want a Revocable Living Trust
I Want a Revocable Living Trust… Do I Need a Will? “Well, if you have…
Should I Make My Parents Trustees?
One of the most important decisions you can make in estate planning is choosing the…
How to Buy Out Siblings From a House
One of the most expensive estate assets for many families is their home, usually coming…
Legacies: What We Leave Behind
What We Leave Behind is More Than Money When it comes to estate planning, it…
How Much Is An Estate Plan?
When approaching something new and unfamiliar, people tend to think of things like estate planning…