In: Blog
Protecting the Home From Probate After the Death of a Spouse
July 3, 2013There is much confusion and misunderstanding that surrounds the issues of asset titling after the death of a spouse. Many surviving…
Read MoreHOT TOPIC: What is Your Long Term Care Plan?
May 16, 2013According to various sources, 60% of us will require some form of long term care during our lifetime. Another 50% of…
Read MoreWhat To Do Before And After The Death Of A Spouse Or Parent
April 26, 2013A Step By Step Approach Part I When it comes to taking care of estate planning business, most clients are paralyzed…
Read MoreFinancial Powers of Attorney: Potential Open Checkbook for Disaster
April 18, 2013A recent case in Tennessee reveals the problems that can arise with Financial Durable Powers of Attorney (DPA). In that case,…
Read MoreThe Annuity Conundrum
April 11, 2013Elder Law Attorneys are frequently faced with a myriad of issues surrounding annuities and many times find it difficult to provide…
Read MoreWatch Out Sons and Daughters – Filial Support Statutes Rising – Like Zombies
April 4, 2013As I reported in Pennsylvania, now North Dakota, nursing homes are utilizing archaic filial support state statues to sue children of…
Read MoreFlexibility of a Special Needs Trust (SNT)
March 25, 2013In numerous consultations with the Successor Trustee of a deceased parent, usually a son or daughter, the issue of a disabled…
Read MoreAdvantages of the A-B Trust in the Climate of a Large Exemption
March 18, 2013Why should clients continue with an A-B Trust division of assets after the Congress has continued with the $5 million exemption…
Read MoreLegally NEGATING Capital Gains Tax In the Trust Estate
March 18, 2013As we all know, capital gain is derived from the appreciation of assets. All of us hope our homes and other…
Read MoreClient Alert! Notifying The DMV
October 11, 2012If you are acting as an agent under a Healthcare Durable Power of Attorney (DPA) or Advanced Health Care Directive (AHCD),…
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