Latest Articles

Can a Trustee or Attorney-In-Fact Be Compensated?

Jan 25, 2018

A trustee and an agent under a power of attorney are fiduciaries, meaning they are obligated to act ...

How a Spendthrift Trust Can Work for Your Family

Jan 11, 2018

In recent years, trusts have become increasingly popular as estate planning tools. Many people get t...

Can You Protect Your House From Medicaid By Giving It To Your Kids?

Dec 18, 2017

The cost of care in a nursing home or other long-term care facility is high and continues to rise. I...

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

Dec 14, 2017

Good news for those caught up in the spirit of giving this holiday season: next year, in 2018, you w...

End-Of-Year Tax Planning for 2017

Dec 08, 2017

The last thing most people want to think about during the holidays is taxes, but you also don't want...

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

Nov 21, 2017

Everyone who makes an estate plan has a “why.” To provide for their family. To create a legacy. ...

What the Proposed Tax Reform Law Could Mean for You and Your Family

Nov 15, 2017

Earlier in November 2017, Republicans in the U.S. House of Representatives unveiled their tax reform...

Preventing Identity Theft From Your Loved Ones

Nov 08, 2017

With the recent security breach of Equifax, many Americans are thinking seriously about preventing i...

Converting Your Life Insurance To A Long-term Care Benefit Account

Oct 26, 2017

You've seen the ads on TV: an older couple who bought life insurance when their family was younger n...

Medicare Open Enrollment For 2018: What To Watch For

Oct 18, 2017

It's that time of year again: the Medicare open enrollment period for the upcoming year. Let's take ...