As we reach the halfway point of the year, many people take time to evaluate their goals, finances, and personal priorities. It's also the perfect opportunity to give your estate plan a mid-year checkup. Why a Mid-Year Review Matters Life…
Please join Kim N. Christian for “Back to the Basics: Must Have Legal Documents” where she will remind everyone that the foundation of your estate plan is critical. Kim will cover Advance Directives, Last Will and Testaments, and the use…
Kelly is 24 years old. He is on the autism spectrum and is receiving SSI. He is doing his best to be independent, but the monthly stipend is limited and it is difficult to live on his own with minimal…
It can be challenging to address and legally formalize the inheritance of family values and assets. It becomes even harder for parents who wait too long to try. Undoubtedly the best time to teach and empower your children to inherit…
Did you know that 50% of marriages in this country end in divorce? Subsequent marriage divorce rates are even higher; 60% for second marriages and 73% for third marriages. These statistics cannot be ignored. As such, you should consider proper…
Medicaid is not in the market to own people’s houses. However, that does not mean that the value of your home isn’t exposed without proper Medicaid planning. An individual looking to qualify for Medicaid for either Community or Nursing Home…
Did you know that 50% of marriages in this country end in divorce? Subsequent marriage divorce rates are even higher; 60% for second marriages and 73% for third marriages. These statistics cannot be ignored. So how do you protect your…
Our firm often works with individuals who invest in rental properties. Sometimes, it is advisable to transfer the client’s interest in the rental property into a trust. When discussing your rental property(ies) with your attorney, it is important to provide…
A Living Trust is one of many planning tools that allow an individual to plan for how their property and wealth will be distributed to individuals and/or organizations during both their lifetime and upon their passing. So, should you set…
For many seniors and individuals with disabilities, a pooled trust can be an excellent option to help them qualify for means-based government benefits, such as Medicaid and/or Supplemental Security Income (SSI). So, what exactly are the benefits of a pooled…