News & Resources

During the course of representing clients in the development of their estate plan, not only is it necessary to make sure that those clients have executed Wills, Trusts, Living Wills, Healthcare Powers of Attorney, Financial...

Each week, during appointments with clients, one of the topics that consistently is discussed is the amount of assets that an individual can gift to family members without paying gift tax.  Most clients believe that you are...

A trust is a legal document which provides for the administration or distribution of your property during your life and also following your death.  Trusts can be testamentary (created by a Will and only effective after...

As I have discussed in other articles, when dealing with a loved one entering a nursing facility and trying to qualify that loved one for Medicaid, a number of different planning options exist.  However, let’s say that you...