CALL US FOR A FREE CONSULTATION
Do I Need to Update My Estate Plan?
“Even though it is critical for your assets, family and legacy, estate planning tends to fall to the bottom of people’s to-do lists. What new …
How To Avoid Medicaid Estate Recovery
Understanding Medicaid Estate Recovery Eligibility and Coverage under Medicaid and Medicare“If you’re helping an aging parent navigate Medicaid because they don’t have long-term care insurance …
Should Inherited Money Be Equally Split Between Family Members
Unequal Inheritances: A Source of Conflict Among Family Members“When you’re planning to divide your estate unequally, explain the reasons to your heirs, and remember: They …
Britney Spears’ Conservatorship Battle Continues
Understanding Britney Spears’ Conservatorship Battle “The legal controversy surrounding Britney Spears is no secret. Her father has controlled her career and finances since 2008, a …
What Is a SLAT in Estate Planning?
Understanding SLATs in Estate Planning“If you have been thinking about making large gifts to take advantage of the current $11,700,000 lifetime federal estate tax exemption, …
How Do I Talk to the Children About My Estate Planning?
Initiating the Conversation About Estate Planning with Your Children The Importance of Addressing Wealth Transfer “Many baby boomers may hesitate to discuss money with their …
Estate, Business and Retirement Planning for the Farm Family
Understanding the Importance of Comprehensive Farm Planning “Planning is one of the most important aspects of managing any business. This is especially true for farms …
Can You Increase Your Social Security Benefits?
Maximizing Social Security Benefits: A Historical Perspective “All you have to do is type ‘maximize Social Security’ into Google or any other search engine and …
How Do You Handle Probate?
Understanding the Probate Process “Although there is considerable legal information and misinformation, it is generally understood that a last will and testament is the device …
Estate Battle With Millions at Stake in New Orleans
Bitter Family Dispute Over $300 Million Estate in New Orleans “The widow of car-dealership magnate Ray Brandt filed court papers to evict her family from …