General Estate Planning

You can’t escape news about the Coronavirus right now. Television, Facebook, and alerts on your phone update you all day long with news of the spreading virus. While there isn’t any need for a [...]

2020 Estate Planning UpdatesWhile it is always important to make sure your estate planning documents are up to date, there were some major changes in the law effective this year that might impact [...]

For years people have been worried about Social Security’s future, but what is the actual outlook? According to the federal government, unless Congress acts to intervene, Social Security [...]

Inheriting property from your parents is either a blessing or a burden — or a little bit of both. Figuring out what to do with the property can be overwhelming, so it is good to carefully [...]

There are lots of misconceptions about estate planning, and any one of them can result in costly mistakes. Understanding who needs an estate plan and what it should cover is key to creating a [...]

When it comes to retirement planning, many Americans find themselves underprepared. A majority of baby boomers (born between 1946 and 1964) and Generation X’ers (born between 1965 and 1978) often [...]

Federal law requires the state to attempt to recover the long-term care benefits from a Medicaid recipient’s estate after the recipient’s death. If steps aren’t taken to protect [...]

New federal rules are likely to make it significantly harder for people with disabilities to obtain green cards, a change disability advocates fear is an attempt to reinstate exclusionary [...]

A new report finds that almost no retirees are making financially optimal decisions about when to take Social Security and are losing out on more than $100,000 per household in the process. The [...]

If you are considering taking on the responsibility of serving as the trustee of a special needs trust, you will probably have questions about the trustee’s role. Trustees of special needs [...]