News & Resources

Internal Revenue Code Section 529 establishes an investment account called a 529 account. A 529 account is an account that parents and grandparents establish for children and grandchildren and then transfer funds. The funds...

In the words of Mark Twain, “[t]he mere knowledge of a fact is pale; but when you come to realize your fact it takes on color.”  While you might know that Medicaid has a five-year lookback period, it might not be clear...

Avoiding probate is normally one of the primary objectives of most clients developing an estate plan. Probate is the legal court proceeding that may be necessary after an individual’s death to allow the assets of the...

Due to changes in Medicaid rules, the once-common practice of utilizing a life estate to protect the value of an individual’s residence from long-term care costs, such as a nursing home or assisted living facility, will no...