When it comes to estate planning, a little information can go a long way. In our blog, our legal team explores common problems we see when reviewing estate plans, as well as tips you can put into practice immediately to protect your future.
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Interesting Indexing – The Estate And Gift Tax ExemptionAs many estate planners anticipated, the Internal Revenue Service has raised the limit on tax-free transfers during life or ... Estate Tax
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Trust Funds – Not Just For The Well-To-DoWhen most people think about trust funds, they envision spoiled rich kids and wealthy families trying to dodge taxes on their ... Estate Planning
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Medicaid Dilemma – Sell Or Keep Your Home?My mother went from private pay to Medicaid pay in her nursing home January 1, 2013. She now has zero money and all of her ... Elder Law
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Donor-Advised Funds – Convenient Giving ToolSelecting a charity that will use your money wisely and effectively isn't easy, particularly during this hectic time of year. ... Charitable Gifting
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Caregiving Challenges Of Blended FamiliesEvery year, nearly a half-million adults over age 65 remarry, and a growing proportion of these spouses - usually the wives - ... Elder Law
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Medicare Enrollment Clock Is TickingIf you are covered by Medicare Part D and are not on an employer or group plan, this is critical information. Open enrollment ... Elder Law
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Planning In Advance For Your Advance Health DirectiveNancy Wagner, a social worker at Monmouth Medical Center in Long Branch, N.J., encounters this frustration at least once a ... Elder Law
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Talking To Your Adult Children About Your FinancesTalking to your adult kids about your finances and how you plan to divvy up your money after your death may be one of the ... Estate Planning
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Blended Family Estate Planning ChallengesAmericans are increasingly cobbling together new families out of earlier broken marriages ... Effective estate planning for ... Estate Planning
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Using Trust Funds To Purchase A HomeDiscover how trust funds can help purchase a home, bypassing traditional mortgages. Learn creative strategies to assist loved ones while protecting assets.
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Wisdom To Protect Your WindfallIf you have substantial assets or are coming into a windfall from a sudden wealth event such as an inheritance, lawsuit, ... Estate Planning
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Medicaid Eligibility When The “Community Spouse” Dies FirstWhen one member of a couple moves to a nursing home, we expect that spouse will be the first to die, but this isn't always ... Elder Law
