Non-Profit 501c4s versus Charitable 501c3s
While I’m an Estate and Medicaid planning attorney, I have also been involved in civic groups and charities for more than 20 years, and I often see a lot of confusion over how 501c3s [...]
This Is A Deed Scam
Unfortunately, this is now happening on a consistent basis. Some of our clients are being targeted in a deed scam. I’m not talking about a swindle where our clients are losing their property, but [...]
(Please Don’t Have A) Tax Panic Attack
It seems that every time there is a change in presidential administrations, my office gets flooded with questions about the new President’s tax plan and how it will impact their estate strategy. While some [...]
“Get a Trust Certification Form”=”Go Buy a Car”
A company CEO calls his executive assistant into his office. CEO: “I need you to go buy a car for me to pick up 28 days from now.” Assistant: “OK, what model do you [...]
Medicaid DOES Care if you Gift $15,000
[PLEASE NOTE THIS IS A REPRINT. BECAUSE THIS SUBJECT IS SO CRITICAL TO OUR CLIENTS AND THE GENERAL PUBLIC, WE WANT TO MAKE SURE THIS INFORMATION REMAINS TOP OF MIND.] It’s an extremely common [...]
Estate Planning…Keep It Super Simple!
Estate Planning Estate Planning can be a complicated area of law to navigate if you don’t do it every day, but it shouldn’t be overly complicated on your part. This becomes important all of [...]