Estate Planning - No Contest Clause in your Will

Over views the consideration of putting a no contest clause into one’s will if they feel the will is going to be heavily contested. Additionally, advises how courts react to such a clause and suggests an alternative consideration.

Estate Planning - Considering a Second Marriage Late in Life

Over views estate considerations that should be accommodated as widows and widowers (with their longer life spans) increasingly meet and decide upon a second marriage. Addresses for consideration a set of unique legal questions that those getting remarried, do not often think through.

Planning for the Intangibles

Over views questions surrounding intangible digital assets as a relative consideration to ones estate planning needs.

Beneficiary Controlled Trust Fact Sheet

As middle class estates get larger, and the divorce rate grows, more and more financial planners are utilizing beneficiary controlled trusts to pass inheritance on to future generations without loss to the beneficiary's creditors, ex-spouses, or even the IRS.

Ira Trusts: What's All The Hype About

A recent new development in estate planning is helping thousands of affluent people across the country with IRAs over 100,000 transcend estate tax and income tax. It keeps your beneficiaries from blowing all of the money you’ve worked so hard for.

Durable Powers of Attorney

One of our greatest frustrations as elder law attorneys is not being able to help families implement strategies that would qualify their loved one for Medicaid and protect family assets because a power of attorney is insufficient to allow us to do what we need to do. Therefore, we thought it would be beneficial to address durable powers of attorney in this issue.

Planning Ahead For Your Senior Years

When the diagnosis is Alzheimer's disease, the ability to manage your own affairs will decrease over time. Making adequate, informed decisions about your personal business and your health will become more difficult. But, early legal planning lets you choose a person to manage these things for you, according to your wishes.

Your Will Is the Core of Estate Planning

The single most important document associated with estate planning is a will. Make your will now to assert and safeguard your own decisions about your assets.

Estate Planning in Light of a Remarriage - Ensuring the Care of Your Children

The staggering amount of divorces that occur in today’s society is all too well known. Depending upon the circumstances that lead to the break-up of any marriage, one may think that getting into another such arrangement would be out of the question. However, this is not always the case. In fact, the Stepfamily Association of America reports that about 43% of all marriages are remarriages for at least one of the adults, and of these, about 65% involve children from a prior marriage.

Asset Protection In Relation To Medicaid And Bankruptcy

Advocating the proper asset protection measure is of crucial importance.

Choosing the Right Trustee

The success of a trust to accomplish estate planning goals depends on how well the trust is managed. That success depends on the abilities of the person (or institution) named as the trustee. You'll want to choose this trustee very carefully, as he or she must weat many hats.

Special Needs Children Need a Special Needs Trust

Many parents worry about providing for a child with emotional, physical or mental challenges as they grow up. If the child is receiving government benefits, careful planning can provide for the child without disrupting your own retirement planning or the flow of government paid benefits for the child after you're gone.

The Inheritor's Trust

The Inheritor's Trust is a way for a child with a substantial estate to save estate taxes and obtain some protection against creditors, lawsuits, etc. This article discusses this new concept.

Revocable Trust (Revocable Living Trust) vs. Irrevocable Trusts

Explain major differences between revocable vs. irrevocable trusts. About the benefits of a revocable trust (revocable living trust) vs. benefits of an irrevocable trust.