The coronavirus has caused upheaval in society and the economy. But, this unique time also opens up opportunities in estate planning. Read on to learn more. Low-Interest Loans: An Estate Planning … [Read more...] about Low-Interest Loans: An Estate Planning Technique
Irrevocable Medicaid Trusts
Medicaid is a state-federal partnership that provides medical benefit assistance to certain needy people, especially those over 65 years of age. However, you need to meet financial requirements such … [Read more...] about Irrevocable Medicaid Trusts
Uncompensated Transfers
Medicaid is a state-federal partnership that provides medical benefit assistance to people who qualify, especially those over 65 years of age. However, in order to qualify, you also need to meet … [Read more...] about Uncompensated Transfers
Avoiding Family Chaos in the Coronavirus Age
In this era of coronavirus, planning is more important than ever. This article includes a brief story about a couple who didn’t plan and the family discord it enabled. Read on to learn more. … [Read more...] about Avoiding Family Chaos in the Coronavirus Age
Academy’s Spring Summit Virtually Perfect
As members of the American Academy of Estate Planning Attorneys, we have the priviledge of meeting twice a year with other esate planners for intensive training. This Spring's Summit was to be in … [Read more...] about Academy’s Spring Summit Virtually Perfect
