Blog

How a Spendthrift Trust Can Work for Your Family

In recent years, trusts have become increasingly popular as estate planning tools. Many people get the impression that they need a trust, but may not understand exactly how a trust operates or what benefits it offers. The good news is that there are… Read More
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Categories: Estate Planning

Can You Protect Your House From Medicaid by Giving it to Your Kids?

The cost of care in a nursing home or other long-term care facility is high and continues to rise. If you ever need nursing home care, the Medicaid program will help you pay for it—after you “spend down” your assets to the point where y… Read More
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Categories: Medicaid Planning

Good News for Givers: Gift Tax Exclusion Goes Up in 2018

Good news for those caught up in the spirit of giving this holiday season: next year, in 2018, you will be able to give your loved ones even more without triggering the need to file a gift tax return. For the first time in five years, the gift tax ex… Read More
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Categories: Tax Planning

End-of-Year Tax Planning for 2017

The last thing most people want to think about during the holidays is taxes, but you also don’t want to wake up on January 1 with regrets of the financial variety for not having taken action when you should have. Doing some end-of-year tax plan… Read More
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Categories: Tax Planning

Planning for Your Incapacity: The Forgotten Part of Your Estate Plan

If you asked people on the street why it’s important to have an estate plan, they would give predictable answers: to provide for your family. To distribute your wealth when you’re gone. To avoid probate and taxes. To pick a guardian to ca… Read More
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What the Proposed Tax Reform Law Could Mean for You and Your Family

Earlier in November 2017, Republicans in the U.S. House of Representatives unveiled their tax reform bill. This bill, the Tax Cuts and Jobs Act, is also called, for the sake of brevity, the GOP Act. The GOP Act, if passed, would be a significant revi… Read More
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Categories: Tax Planning

Preventing Identity Theft From Your Loved Ones

With the recent security breach of Equifax, many Americans are thinking seriously about preventing identity theft. You may have taken steps to freeze your own credit or obtain copies of your credit report to make sure all is in order. Protecting your… Read More
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Categories: Elder Law

Converting Your Life Insurance to a Long-Term Care Benefit Account

You’ve seen the ads on TV: an older couple who bought life insurance when their family was younger now has premiums they can’t afford, for a benefit their family no longer needs. The ad encourages them to sell their policy, killing two bi… Read More
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Medicare Open Enrollment for 2018: What to Watch For

It’s that time of year again: the Medicare open enrollment period for the upcoming year. Let’s take a look at what you can do during this period, which runs from October 15 to December 7, and changes to Medicare open enrollment for 2018,… Read More
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Categories: Medicare

Long-Distance Caregiving: What You Need to Know

Caring for an aging parent is challenging enough when your parent is in your home or a few minutes’ drive away. Unfortunately, the realities of modern life mean that many of us move away from our hometowns for work or education when our parents… Read More
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Categories: Elder Law

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