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IRS logo highlighting new policies involving private debt collectors, relevant to seniors and estate planning amidst rising scam concerns.
Blog post

Adding to Uncertainty for Scam Targets, the IRS Now Allows Private Debt Collectors to Dun Taxpayers

May 8, 2017
In a move that could be confusing to seniors who are vulnerable to scams, the IRS will begin using private…
A close-up of a family holding hands, symbolizing support and unity, with estate planning documents in the background, emphasizing the importance of structured estate planning in assisting loved ones with addiction.
Blog post

How Your Trust Can Help a Loved One Who Struggles with Addiction

May 2, 2017
Substance addiction is by no means rare, impacting as many as one in seven Americans. Because of its prevalence, navigating…
Small house symbolizing real estate investment involved in community property trusts as a strategy for estate planning and minimizing taxation.
Blog post

How a Community Property Trust Could Save You From Heavy Taxation Down the Road

April 28, 2017
When it comes to your family’s legacy, every dollar you can save from tax collection counts. One way to keep…
A picturesque house surrounded by lush greenery, symbolizing the stability and security offered by community property trusts in estate planning.
Blog post

Integrating Community Property Trust Into Your Estate Planning

April 28, 2017
A well-crafted estate plan is comprised of many individual parts, and careful, trust-based estate planning is the best way to…
Two hands, one with a wedding ring, symbolizing the significance of estate planning for unmarried couples.
Blog post

Which life events require an immediate estate plan update?

April 25, 2017
Estate planning is the process of developing a strategy for the care and management of your estate if you become…
A man in a beige striped shirt and dark sunglasses, representing the challenges of choosing a family member as a trustee in estate planning and elder law contexts.
Blog post

3 Decidedly Dumb Ways to Leave an Inheritance for Your Children

April 18, 2017
Estate planning offers many ways to leave your wealth to your children, but it’s just as important to know what…
An elderly couple discussing estate planning with a financial advisor, focusing on the advantages of dynasty trusts for long-term family wealth management.
Blog post

Does a Dynasty Trust Make Sense for Your Family?

April 11, 2017
Earlier this year, NBA team owner Gail Miller made headlines when she announced that she was effectively no longer the…
A person reviewing legal documents and writing notes, highlighting the importance of including key provisions in an estate plan for effective elder law planning.
Blog post

Four Provisions People Forget to Include in Their Estate Plan

April 9, 2017
Even if you've created an estate plan, are you sure you included everything you need to? There are certain provisions…
Hospital room with medical equipment and empty patient bed, highlighting the importance of understanding observation status for Medicare beneficiaries in estate planning and elder law contexts.
Blog post

Hospitals Now Must Provide Notice About Observation Status

April 9, 2017
All hospitals must now give Medicare recipients notice when they are in the hospital under observation status. The notice requirement…
The Medicare logo symbolizing comprehensive guidance for optimizing Medicare benefits, essential for individuals navigating estate planning and elder law complexities.
Blog post

New Book Offers Guidance Through the Medicare Maze

April 9, 2017
Philip Moeller. Get What's Yours for Medicare: Maximize Your Coverage, Minimize Your Costs. Simon & Schuster. New York, N.Y. 2016.…
An elderly man attentively driving a car, highlighting issues related to aging drivers and the legal considerations in estate planning and elder law.
Blog post

Aging Drivers and the Law

April 9, 2017
For better or for worse, our current culture is very car-dependant; in many places, cars are the only convenient link…
Image depicting a family conflict scenario symbolizing disputes over an estate plan, highlighting the importance of preparing for worst-case situations in estate planning and elder law.
Blog post

Safeguarding Your Estate Plan Against Three Worst-Case Scenarios

April 4, 2017
There is no such uncertainty as a sure thing. –Robert Burns Even with an estate plan, things can always happen…

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Attorney Advertising. The information presented on this website is for informational purposes only and should not be construed as a legal advice. Viewing of, responding to, or otherwise transmitting the information on this website is not intended to create, and receipt of the same does not constitute, an attorney-client relationship. The information provided on this website should not be relied upon without first seeking professional legal counsel. The information on this website is provided only as general information which may or may not reflect the most current developments of law. Prior results and cases discussed on this website do not imply and do not guarantee a similar outcome in any other case. The links to other websites contained herein do not constitute a referral or endorsement of any kind.
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