Articles

Federal Estate Tax is a Voluntary Tax

You have probably heard a lot of talk about the Federal estate tax and about its so-called repeal. In our current estate tax system your estate will be subject to Federal estate tax if your taxable estate is more than …

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Trust Your Trust v1 Single Column

The use of Trusts as an estate planning tool has become more prevalent over the last few years. There are however, still some misconceptions about the use of trusts. Many still believe that trusts should only be used if taxpayers …

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Dresser Drawer Deeds

“I don’t have to worry about probate because I have a quit claim deed.” You have probably heard this statement from family or friends or have said it yourself. You may attempt to do your own mini estate plan by …

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How to Prevent Medical Conflicts

There has been a lot of talk about living wills and health care powers of attorney lately. These legal documents (often called health care directives) are important because they make your medical wishes known if you can not speak for …

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Buying a Home

You may be looking to buy a new home. A common mistake many people make after finding a home they like, is to sign a purchase agreement, also called an offer to purchase, and then bring the signed agreement to …

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Medicare Enrollment Starts November 15

If you are over the age of 65, it’s that time of year to review your Medicare plans. Once a year from November 15 through December 31, those eligible for Medicare have the option to change existing Medicare Part D …

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The Seven Most Common Trust Mistakes

Many people use revocable or living trusts in their estate plans. Living trusts are very powerful planning tools that you can use for all kinds of purposes. Trusts can avoid probate, protect your beneficiaries from their creditors or divorcing spouses, …

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The Truth About Medicaid Eligibility v1

There are many misconceptions about Medicaid and Medicaid eligibility. You will have undoubtedly received information from family, friends or others. Such information will be well intentioned, but most of the time it is only partly true. Medicaid laws are complex …

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How to Leave an Inheritance to a Child

When you want to leave an inheritance to your children after you are gone, you usually just leave outright distributions to them. However, when you leave outright distributions to your children, those bequests are fully available to your children’s lawsuits, …

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Be Aware of Administration Costs

When you decide to have your estate plan prepared, it can be a stressful experience. You have to make decisions about what you want to happen to you if you became mentally disabled. You have to make difficult end-of-life decisions …

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