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What Does a Special Needs Trust Pay?

March 4, 2025
A special needs trust protects assets, while preserving eligibility for government benefits. However, spending must comply with legal guidelines to avoid jeopardizing support.
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Can Medicaid Take My Home?

March 3, 2025
Medicaid estate recovery can place a home at risk after the recipient’s death. However, proper planning can help protect family property.
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Long-Term Care Planning for Aging Parents

March 2, 2025
Planning for long-term care ensures that your aging parents receive the support they need, while protecting their financial security and preserving family peace.
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What If a Beneficiary Dies Before Receiving an Inheritance?

February 26, 2025
When a beneficiary dies before receiving their inheritance, estate distribution can become more complicated. Understanding succession rules, will provisions, and probate laws ensures that assets are transferred as intended.
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Why Cryptocurrency Ownership Demands Estate Planning

February 25, 2025
While the focus tends to be on the growth of the asset class and opportunities to prosper, for many cryptocurrency investors, more attention must be paid to transferring assets to loved ones and protecting the store of wealth from unfounded and frivolous lawsuits.
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More Than Half of American Seniors Will Need Long-Term Care

February 23, 2025
With an aging population and rising healthcare costs, over half of American seniors are projected to require long-term care, creating financial and emotional challenges for families.
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Using Qualified Domestic Trusts (QDOTs) to Protect Non-Citizen

February 22, 2025
Qualified Domestic Trusts (QDOTs) help ensure that non-citizen spouses can inherit assets, while minimizing estate tax liabilities and maintaining financial security.
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Estate Planning Strategies for a Family Business

February 21, 2025
Effective estate planning ensures the longevity of your family business by addressing succession, tax efficiency and governance for future generations.
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Estate Planning Is More than a Last Will and Testament

February 19, 2025
Retirees are dropping the ball over crucial legal documents.
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Probate for Real Estate Held in Multiple States: Out-of-State

February 18, 2025
Managing out-of-state property in probate often requires ancillary probate, which can add complexity and cost. However, using the right strategies to avoid ancillary probate can prevent these issues.
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