Charitable Giving
Many people give to charity during their lives, but unfortunately too few Americans take advantage of the benefits of incorporating charitable giving into their estate plans. By planning ahead, you ...
Utilizing Family Limited Partnerships as Part of Your Estate Plan
Designed to preserve family businesses for future generations, Family Limited Partnerships (FLPs) can help shelter your assets and reduce overall estate and gift taxes. FLPs are commonly used as part ...
Preparing Your Family for an Emergency during School Hours
Every family should establish a clear plan to handle an emergency that occurs during school hours. Unfortunately, many parents mistakenly believe that filling out the school’s emergency card is sufficient. ...
Should I Transfer My Home to My Children?
Most people are aware that probate should be avoided if at all possible. It is an expensive, time-consuming process that exposes your family’s private matters to public scrutiny via the ...
Preventing a Will Contest & Preserving Peace in the Family
The purpose of writing a Last Will and Testament is to make sure that you – and not an anonymous probate court judge – have control over the distribution of ...
When Should You Begin Taking Social Security
Many clients want to know whether they should start drawing Social Security at age 62 or should they wait until full retirement age or even longer. Since the amount of ...
Divestment or No Divestment?
Medicaid, also known as Medical Assistance or Title 19, is a government program that subsidizes the long-term care expenses of needy individuals who meet specific asset and income requirements. In ...
How Do I Manage My Property If I Am Incapacitated?
The most common method of managing property during incapacity is using the Power of Attorney. In a Power of Attorney you, “the principal,” name a chosen “Agent” to exercise legal ...
Should I Have a Health Care Power of Attorney
Each state has laws that authorizes its residents to create a special Power of Attorney in which you designate an Agent to make health care decisions for you if you ...
You’ve Finally Done Your Healthcare Directives–Now What?
Healthcare directives can be vitally important, as recent cases, like that of Terry Schiavo, clearly brought to light. These important documents can mean the difference between your health care wishes ...