The time immediately after the death of a loved one can be stressful and overwhelming. Family…
Category: ESTATE PLANNING
Important Medicaid Facts and Figures for Senior Long-Term Care
Most people look forward to retirement, and they project expenses they expect to have when they…
2022 Caring.com Estate Planning Survey Yields Interesting Results
We have been following the annual Caring.com estate planning surveys that keep a finger on the…
Understanding Tax Apportionment Clauses | Oklahoma Estate Planning Attorneys
Many individuals mistakenly believe that they need a large estate before concerning themselves with taxes at…
Don’t Forget to Update Your Estate Plan
As soon as you have people relying on you, estate planning becomes an absolute must. Marriage…
Don’t Overcomplicate the Estate Planning Process
A lot of people say that they do not have estate plans in place because they…
Does Medicaid Count Assets in a Living Trust?
Medicaid may not seem relevant if you are going to qualify for Medicare when you are…
Spring Summit 2022: Celebrating Friendship in the Lone Star State
The best Estate Planners stay current on the latest trends. The American Academy of Estate Planning…
How Do I Trust Thee… Part III
Many Estate Plans rely upon a revocable trust as one of the foundational documents in the…
Living Trust Administration Basics | Connecticut Estate Planning Attorneys
A lot of people do not consider the possibility of using a trust because they make…