Filter insights by:
What to do when someone dies.
Dealing with the aftermath of someone’s death can be a challenging and emotional time. People are often anxious to resolve…
Advance Directives and Dementia
What is an Advance Healthcare Directive? Advance Healthcare Directives (also known as a health care power of attorney or living…
Make Sure Your Beneficiary Designations Match Your Estate Planning Goals
Many types of property and investments pass outside of probate and allow you to designate who will receive them after your death. It is important that these designations are kept up to date and are consistent with the rest of your estate plan.
What Will Happen When the Gift and Estate Tax Exemption Gets Cut in Half?
The estate and gift tax exemption is set to be cut in half in 2026. Proper planning may be necessary to make sure you are taking full advantage of the current exemption and aren’t negatively affected when it decreases.
A Brief Overview of a Trustee’s Duties
If you have been appointed the trustee of a trust, it is a strong vote of confidence in your judgment and trustworthiness. It is also a major responsibility. A trust is a legal arrangement through which one person (or an…
Three Reasons Why Giving Your House to Your Children Isn’t the Best Way to Protect It From Medicaid
You may be afraid of losing your home if you have to enter a nursing home and apply for Medicaid. While this fear is well-founded, transferring the home to your children is usually not the best way to protect it.
The Ins and Outs of Estate Sales
Following the death of a family member, you may find yourself needing to sort through many possessions accumulated over the deceased’s lifetime. An estate sale is one way to distribute, quickly and efficiently, those items that you do not want or need.
No Will? You’re Putting Your Kids at Risk
As the recent death of Anne Heche shows us, not having a will can place a significant burden on your children and cause undesirable complications.
Is My Surgery Covered by Workers’ Comp?
On-the-job injuries, whether caused by an acute injury or chronic wear, can sometimes result in the need for surgery. We…
Using Estate Planning to Prepare for Medicaid
Long-term care involves not only a loss of personal autonomy; it also comes at a tremendous financial price. Proper planning can help your family prepare for the financial toll and protect assets for future generations.