Blog

I have heard that there’s a five-year look-back for Medicaid.  Why shouldn’t I just have my parents gift their assets to me without the assistance […]

There are three planning documents that you need to have in place in case something happens that renders you unable to make your own health […]

If you suspect that your child lacks the ability to make sound financial decisions, one solution is to leave their inheritance in a trust and […]

Even as public restrictions are being lifted, employers continue to deal with COVID-19 issues in the workplace.  In the Summer of 2020, the issues faced […]

For more than a year, the COVID-19 has impacted all businesses.  Amid the recent vaccine efficacy and a nationwide decrease in COVID-19 cases, much of […]

I meet with many clients every year who wish to plan for their after-death gifting. The gifting of assets using a Last Will and Testament […]

Q:        What is all this talk about “the loss of a step up in basis”; and, why is it so important?A:        The loss […]

The first and best alternative to guardianship is good planning. If possible, appoint a Health Care Representative and Durable Power of Attorney well before you […]

The answer is:  Now!  It is never too early to start planning for nursing home care.  Even young married couples or individuals should start planning. […]

Q:  What are my next steps, from a legal perspective, once there is a diagnosis of dementia?A:  The first thing to do is to schedule […]