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Resources

An image depicting the proposal under IRC Section 2704, which addresses tax implications for family-controlled corporations and partnerships, relevant to estate planning and elder law.
Blog post

An Overview of the IRC Section 2704 Proposal

October 29, 2016
Section 2704 of the Internal Revenue Code (IRC) pertains to family-controlled corporations and partnerships, specifically dealing with gratuitous transfers between…
Image of a padlock surrounded by paperwork, symbolizing the security of an Irrevocable Life Insurance Trust in estate planning.
Blog post

Understanding the Irrevocable Life Insurance Trust

October 29, 2016
Life insurance can give great peace of mind to the insured by providing for their loved ones after their death.…
Two children with special needs smiling, symbolizing the importance of Special Needs Trusts in providing financial security while maintaining government assistance eligibility.
Blog post

Special Features of Special Needs Trusts

October 29, 2016
Parents wish to provide for their child with special needs after the parent passes away. However, many parents fear that…
A financial advisor reviews tax documents with a client in an office, discussing tax implications for estate planning and trusts.
Blog post

Does My Trust Need a Separate Tax ID Number?

October 29, 2016
The type of trust that you utilize in your estate planning will affect how the trust’s income will be taxed.…
Close-up of a "Last Will and Testament" document symbolizing the importance of estate planning and elder law in directing the distribution of an individual's probate property after their death.
Blog post

Will My Will be Valid if I Move to Another State?

October 29, 2016
One common method of estate planning is a will. A will distributes your estate and contains certain instructions for your…
An overwhelmed executor holding their head in frustration at a desk cluttered with papers, representing the complexities and challenges associated with estate planning and elder law responsibilities.
Blog post

3 Tips for Overwhelmed Executors

October 27, 2016
While it is an honor to be named as an executor of a will or estate, it can also be…
A judge's gavel symbolizing the complexities and conflicts in estate planning and probate cases, highlighting celebrity probate disasters and key lessons for effective estate management.
Blog post

3 Celebrity Probate Disasters and Tragic Lessons

October 20, 2016
With extreme wealth accumulated, one would assume that celebrities would take steps to protect their estates. But think again: Some…
Open binder showcasing organized estate planning documents for effective legacy management.
Blog post

Your Estate Planning Binder: Tips for Proper Care and Maintenance

October 13, 2016
You finally crossed “getting your estate plan done” off your list, and you’ve (rightly) breathed a huge sigh of relief.…
An elderly couple enjoying a moment with their young grandchildren while planning their estate, highlighting the importance of including grandchildren in a will and considering age stipulations and trusts.
Blog post

Did you include your grandkids in your will? 5 Tips to Avoid Common Problems

October 6, 2016
As we build wealth, we naturally desire to pass that financial stability to our offspring. With the grandkids, especially, we…
Elderly couple discussing long-term care funding options with a financial advisor in a comfortable living room setting.
Blog post

Paying for Long-Term Care

September 30, 2016
As individuals age, they often begin to think about where they would like to live out their days. Most would…
Image illustrating the distinctions between Medicare and Medicaid programs, highlighting the differences in coverage for nursing home care, community services, and home-based care, as part of estate planning and elder law decisions.
Blog post

Medicare vs. Medicaid

September 30, 2016
When most people think of long-term care, they imagine nursing homes or assisted living facilities. However, there are several different…
A new mother holding her baby, emphasizing the significance of estate planning and wills in protecting her child's future.
Blog post

5 Things Every New Mother Needs to Know About Wills

September 29, 2016
As a new mother, you naturally want to ensure your new baby’s future in every way. For many new mothers,…

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