Does Your Estate Plan Include Your Pets?

          Have you considered your pet or pets when planning your estate? If not, you should, according to The Humane Society of the United States, the nation’s largest animal protection organization. Pets usually have shorter life spans than humans, but people don’t always include their pets in their estate plans. If a pet owner doesn’t make plans […]

11 Common Acronyms in Elder Law and Estate Planning

          In helping clients prepare for their future, estate planning and elder law attorneys use many acronyms. Understanding some of the common medical and legal terms in this field can give you added confidence in your approach to planning for your own future or that of your loved ones. 1. AEP (Accredited Estate Planner) — An […]

October is National Estate Planning Awareness Month

What is Estate Planning? While this designation is very recent, the concept of Estate Planning itself is not. “Estate planning is a process involving the counsel of professional advisors who are familiar with your goals and concerns, your assets and how they are owned, and your family structure. It can involve the services of a […]

10 Reasons to Create an Estate Plan Now

October is recognized as National Estate Planning Awareness Month. Many people think that estate plans are for someone else, not them. They may rationalize that they are too young or don’t have enough money to reap the tax benefits of a plan. But as the following list makes clear, estate planning is for everyone, regardless […]

Understanding the Common Types of Trusts

A trust is a legal arrangement through which one person (or an institution, such as a bank or law firm), called a “trustee,” holds legal title to the property for another person, called a “beneficiary.” Trusts fall into two basic categories: testamentary and inter vivos. A testamentary trust is one created by your will, and […]

Using Estate Planning to Prepare for Medicaid

Careful planning in advance can help protect your estate for your spouse or children. If you make a plan before you need long-term care, you may have the luxury of distributing or protecting your assets in advance. This way, when you do need long-term care, you will quickly qualify for Medicaid benefits.

How We Help Keep Your Estate Plan Current

Things Change           The minute a client leaves our office, things start to change.  They get a little older each day, assets increase or decrease, health improves or gets worse, they move or change phone numbers or the law changes. The list goes on and on. Estate Plans Need Maintenance Estate plans are just like cars […]

Do you Know the Difference Between a Living Will and a Do-Not-Resuscitate Order?

When drawing up estate Planning documents, including advance directives is a crucial piece. A couple of documents people may choose to create are living wills and a Do-Not-Resuscitate or more commonly known as a “DNR”. Often confused, they serve two very different purposes. A living will is designed to communicate your wishes if you become […]