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Legal Documents

  • Legal Documents
    August 21, 2023

    Don't wait until it's too late to initiate the planning of your legal and financial matters.

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  • Estate Planning Odds n’ Ends
    August 21, 2023

    Estate planning is all about the details. Here are some scenarios – wills, gifting, Medicaid, powers of attorney, etc. – that have come up recently in helping our clients work through their estate planning decisions.

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  • The Importance to You and Your Loved Ones of Having an Estate Plan
    July 14, 2023

    An estate plan can provide significant peace of mind by ensuring that your money and property are protected, plans are in place in the event you become ill, and your accounts and property pass down according to your wishes.

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  • Why an Irrevocable Trust May Be Superior to Gifting
    July 12, 2023

    Although setting up an irrevocable trust lacks the simplicity of giving a gift, it may be a better way to preserve assets for the future.

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  • What Are Medicaid Asset Protection Trusts?
    July 12, 2023

    If your assets are above the resource limit that would allow you to qualify for Medicaid, you may be able to engage in planning that will allow you to qualify for Medicaid. This planning often involves establishing a Medicaid Asset Protection Trust (MAPT) or an equivalent planning device permitted under your state’s laws.

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  • Understanding Living Trusts
    July 12, 2023

    Contrary to what you've probably heard, a will may not be the best plan for you and your family. That's primarily because a will does not avoid probate when you die. A will must be validated by the probate court before it can be enforced.

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  • Powers of Attorney: Your Most Important Estate Planning Documents
    July 12, 2023

    At that moment, my brother and I needed powers of attorney. We needed one to move our mother to a nursing home and one to make medical decisions for our father. Then we needed to take control of their financial affairs since neither one was in a position to handle their own financial affairs.

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  • Planning Ahead for Legal Matters
    July 12, 2023

    While it’s important for everyone to plan for their future, legal plans are especially vital for a person diagnosed with dementia. The sooner these plans are put in place, the more likely it is that the person living with dementia will be able to participate in the process.

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  • Do You Need a Will?
    July 12, 2023

    What happens when a person dies without a Will? Good question. In this article, I will discuss what a Will does and doesn’t do, the myths and the law regarding Wills.

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