Estate planning is often perceived as a one-time event, but it’s actually a dynamic process requiring…
Category: ESTATE PLANNING
The Purple Onion…an ode to Tangible Personal Property
More than one estate has boiled down to a fight over tangible personal property. Sometimes even…
Avoiding an Audit
The Internal Revenue Service (“IRS”) recently released its Strategic Operating Plan outlining priorities which include its…
Why a Trust Might Be the Better Choice
Estate planning is a critical task for ensuring your assets are managed and distributed according to…
Preserve Essential Benefits With a Special Needs Trust
There are many different ways to facilitate asset transfers when you are planning your estate. The…
Finding Cash All Over the House When a Parent Dies
After their father died in 2021, Susan Camp and her brother cleaned out his home —…
It’s Mid-Year. Do You Know Where Your Business Is?
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Elder Law Alert: Medicaid Should Be On Your Radar
In addition to the out-of-pocket expenses that you have to pay for Medicare-covered health care treatments…
Estate Planning for Unmarried Life Partners: Tips and Insight
Careful and comprehensive estate planning for unmarried life partners is a must. Without legal marriage, the…
Precautionary Estate Planning Protects Your Loved Ones
Estate planning is not something that you start thinking about when you are in your 70s.…