Please review your estate plan

Congratulations! You have an estate plan. You are done. You have a nice, new, shiny binder full of paperwork that you may or may not understand. You, or your attorney, have sent deeds off to the various County recorders’ office to change title.  You have even gone down to the bank and changed your bank [...]

Please review your estate plan2019-08-07T14:44:39+00:00

Just What in the world is Estate Planning

Just What in the World is Estate Planning? The most basic definition of estate planning is the putting in place of a plan for the disposition of your assets after you have passed. However, well-thought-out estate planning involves working with an estate planning attorney, a tax advisor, a financial professional, and others who might [...]

Just What in the world is Estate Planning2019-07-26T14:54:22+00:00

Special Needs Trust Basics

Special Needs Trusts   Special needs trusts are designed to allow individuals with special needs to qualify or maintain “needs-based” government benefits such as Medicaid and supplemental security income.   In general, eligibility for these programs requires that a disabled recipient have less than $2000.00 “countable assets” and limited income. When properly designed, assets held [...]

Special Needs Trust Basics2019-05-27T19:39:24+00:00

Estate Planning

Estate Planning When it comes to doing estate planning it is always critical that you talk with an attorney to make a good trust choice.  We offer a free consultation.   We know that there are a lot of online resources that you can use.  However, if you do not do it [...]

Estate Planning2019-05-07T22:33:06+00:00