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Latest Articles

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Differences Between Death and Lifetime Probate

Jan 29, 2024

As estate planning and elder law attorneys, part of our process is asking our clients about their go...

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What is a Qualified Disability Trust?

Jan 26, 2024

A qualified disability trust, or “QDisT” for short, is a type of irrevocable special needs trust...

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Is it Better to Rent After Retirement?

Jan 12, 2024

If you are around retirement age, you’ve probably heard all your life that it’s better to own yo...

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Meet Our New Team Members

Dec 26, 2023

As 2023 draws to a close, we at Estate Planning & Elder Law Services like to reflect on the chan...

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Getting Assistance to Pay for a Parent’s Care

Dec 26, 2023

When an aging parent needs care, many people feel torn between their desire to help the parent remai...

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Tips for Inheriting a Family Photo Collection

Dec 26, 2023

Here’s a riddle for you: what is priceless in the right hands, but worthless in the wrong ones? As...

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New IRS Ruling Regarding Irrevocable Trusts and Step-Up in Basis

Nov 29, 2023

On March 30, 2023, the Internal Revenue Service issued Revenue Ruling 2023-2. The essence of this br...

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Why You Should Resist Taking a 401(k) Withdrawal

Nov 29, 2023

We all have unexpected financial needs from time to time: urgent home repairs, medical bills, the lo...

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New Updates on RMD Relief for IRA Beneficiaries

Nov 29, 2023

Like all IRA owners who have reached a certain age, beneficiaries of an inherited IRA (individual re...

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A Guide to 529 Plans

Oct 30, 2023

If you have looked into ways to save for a child or grandchild’s education, you have probably come...

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