To be able to understand what a step-up in basis is all about, you need... [Read more...]
The Importance of Incapacity Planning
It is useful to see the big picture when you are making plans for the... [Read more...]
How Do I Change My Living Trust?
There are some misconceptions that circulate with regard to the way that trusts work. In... [Read more...]
Transferring Property Upon Death (An Elder Law Today Blog)
There are essentially five ways an individual can transfer property to their loved ones upon... [Read more...]
Is Retirement Planning Really Important?
As you are going through life working and paying taxes, you may not concern yourself... [Read more...]
Free Living Trust Seminars in September
Helping to keep our community informed is important to us. We get out into the... [Read more...]
Who Is Competent to Make a Will?
Just about everyone has heard of the estate planning document called a last will or... [Read more...]
Who Administers My Living Trust When I Die?
The process of estate planning involves exploring your options. You do not want to make... [Read more...]
Can a Trust Provide Estate Tax Efficiency?
Estate tax efficiency is an important consideration for high net worth individuals. There are a... [Read more...]
Can I Protect My Injury Settlement With a Special Needs Trust?
Supplemental Security Income or SSI is a government program that is in place to provide... [Read more...]
Can My Living Trust Protect a Spendthrift Heir?
Revocable living trusts provide a number of different benefits. In this blog post, we will emphasize... [Read more...]
Beware of Prescription Discount Card Scams
One of our office team members recently received a notice by National Prescription Savings Network and... [Read more...]
