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A green tree symbolizing growth and legacy, reflecting the benefits of Lifetime QTIP Trusts in estate planning for couples with unequal financial assets.
Blog post

Lifetime QTIP Trusts – The Gift That Keeps Giving

September 1, 2014
Estate planning for married couples can be tricky when one spouse is significantly wealthier than the other and each spouse…
A group of diverse professionals discussing asset protection strategies and estate planning to safeguard finances against potential lawsuits and creditors.
Blog post

3 Asset Protection Tips You Can Use Now

September 1, 2014
A common misconception is that only wealthy families and people in high risk professions need to put together an asset…
A close-up of actor Philip Seymour Hoffman, highlighting common estate planning and elder law mistakes in his will.
Blog post

Philip Seymour Hoffman’s Will: 3 Critical Mistakes

August 1, 2014
Oscar-winning actor Philip Seymour Hoffman died from a drug overdose in February 2014. Sadly, he left behind three young children…
A mature man holding dollar bills, representing the consideration of legal fees in estate planning and the importance of investing in professional legal guidance for elder law and asset protection.
Blog post

3 Ways to Minimize Estate Planning Fees

August 1, 2014
Today, it is impossible to put together even a simple estate plan without the assistance of an experienced estate planning…
Image illustrating the myth vs. fact concept related to Revocable Trusts and their limitations in protecting assets from lawsuits, relevant to estate planning and elder law discussions.
Blog post

The Trust Protection Myth: Your Revocable Trust Protects Against Lawsuits

August 1, 2014
WARNING: Many people believe once they set up a Revocable Living Trust and transfer assets into the Trust, those assets…
An elderly individual appears anxious while seated with legal documents, representing the stress of lengthy probate processes in estate planning.
Blog post

Why Does Probate Take So Long?

July 1, 2014
Probate can be easily avoided, but most estates are dragged through the process. Why? Many people fail to create an…
An image of a legal document labeled "Will," symbolizing estate planning and the importance of a Revocable Living Trust in avoiding probate.
Blog post

Will Your Revocable Living Trust Avoid Probate? It Depends.

July 1, 2014
If you’ve set up a Revocable Living Trust, congratulations! You’re definitely on the right track. But…you’re only half way there.…
A joyful newlywed couple holds hands, symbolizing their commitment to secure their future through essential estate planning for financial and legal protection.
Blog post

Estate Planning Basics for Newlyweds – How to Get Prepared for the Unexpected

July 1, 2014
It’s that time of year – the time for beautiful weddings, fun receptions, delicious cakes, special gifts, and romantic honeymoons.…
A client sitting across from an estate planning attorney in an office setting, discussing important documents and lists related to estate planning, such as assets, liabilities, and family protection strategies.
Blog post

How to Get Organized to Meet With Your Estate Planning Attorney

July 1, 2014
OK, great! You’ve finally decided it’s time to meet with an estate planning attorney and get your affairs in order.…
A senior married couple discussing estate planning and elder law considerations, focusing on Medicaid regulations and income allowances for community spouses.
Blog post

AB Trusts – Do You Need to Get Rid of Yours?

June 1, 2014
Are you married and is the last time you and your spouse updated your estate plan more than a few…
A home surrounded by risk symbols highlighting the potential pitfalls of owning property as joint tenants with the right of survivorship, relevant to estate planning and elder law concerns.
Blog post

Parental Warning: If You Own Your Property this Way, You May Accidentally Disinherit Your Own Children

June 1, 2014
Owning property as Joint Tenants with Right of Survivorship is easy, common, and often disastrous. Sadly, children – both minor…
Image of the U.S. Supreme Court building, relevant to a decision affecting estate planning and inherited IRAs' protection from creditors.
Blog post

U.S. Supreme Court Rules Inherited IRAs are Not Protected from Creditors

June 1, 2014
On June 12, 2014, the U.S. Supreme Court—in a unanimous decision—ruled that Individual Retirement Accounts (IRAs) inherited by anyone other…

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