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Saying “I do” again, Financial Consideration and Estate Planning for Marriage later in Life
Nov 20

Saying “I do” again, Financial Consideration and Estate Planning for Marriage later in Life

At our office we are frequently approached by elderly clients who are considering a second marriage later in life. A new romantic relationship can mean new…

Medicaid Planning in 2017 – Myths and Common Misconceptions
Nov 06

Medicaid Planning in 2017 – Myths and Common Misconceptions

No area of our practice causes more confusion and angst for seniors and their families as the question of how to pay for nursing home care.…

‘Only morons pay the estate tax’ – Gary Cohn
Oct 03

‘Only morons pay the estate tax’ – Gary Cohn

Gary Cohn, a White House advisor on tax-planning, uttered these words to a group of senate Democrats recently.  To Cohn, his comment underscored the fact that…

Protecting the House from the Nursing Home
Sep 20

Protecting the House from the Nursing Home

Many clients ask, " Do we have to sell their loved one's house when she enters a nursing home?"  Our response is usually, "Not necessarily". One of the…

Dictating from the Grave: Using Incentive Trusts
Sep 07

Dictating from the Grave: Using Incentive Trusts

Many of our clients have children or grandchildren (beneficiaries) that need protection from their own proclivities even as adults.  Some of these habits include addictions, poor spending habits or…

Understanding Probate Avoidance Techniques
Aug 08

Understanding Probate Avoidance Techniques

Probate is the process by which a court will supervise the administration of an estate when someone passes away.  Many clients prefer to avoid probate because…

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