Are Trusts Only for the Ultra-Wealthy?

A Series on Trusts – Part II Inter Vivos Trusts and Trusts Created at Death In our continued efforts to educate our clients and readers about estate planning, wealth preservation, and protecting assets from long term care spending, we bring you the next installment in our Series […]

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Trust Planning – Is it for Me?

A Series on Trusts – Part I What is a Trust? One of our goals is to make sure that our clients and readers become educated throughout their estate planning process.   To that end, we would like to provide some clarity to the topic of trust planning, […]

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How to Preserve Benefits Eligibility for Your Heirs

You may have seen our recent article about Receiving an Inheritance While on Medicaid in our Elder Law News and Updates Newsletter.  That article was an excellent primer on some of the potential problems that can arise when a Medicaid recipient receives an inheritance.  This article is […]

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