What is a Living Will?
A Living Will is a legal document that outlines your wishes regarding medical treatment and end-of-life care in the event that you become unable to communicate your decisions due to …
An Estate Planning and Elder Law Practice
A Living Will is a legal document that outlines your wishes regarding medical treatment and end-of-life care in the event that you become unable to communicate your decisions due to …
A life estate deed is a legal document used in real estate to transfer ownership of property in a way that divides the ownership into two distinct phases: the life …
The five-year look-back period is a crucial factor in estate planning, particularly when planning for long-term care and Medicaid eligibility. This period refers to the timeframe during which Medicaid reviews …
A Power of Attorney (POA) is a legal document that allows one person, known as the principal, to appoint another person, known as the agent or attorney-in-fact, to act on …
A QTIP Trust (Qualified Terminable Interest Property Trust) is a type of irrevocable trust that allows a grantor (the person establishing the trust) to provide for their surviving spouse while …
Planning for long-term care and Medicaid eligibility is crucial for ensuring that you or a loved one can afford quality care in the future while protecting personal assets. Long-term care …
Yes, you can make changes to your will or trust after it has been created, but the process for doing so depends on the type of document and the specific …
An A/B Trust is an estate planning tool that is designed to help married couples reduce or eliminate estate taxes while ensuring the financial security of the surviving spouse and …
Planning an estate for a blended family requires careful consideration to ensure that all family members—such as children from previous marriages, a current spouse, and any stepchildren—are fairly and properly …
The federal estate tax exemption is the amount of an individual’s estate that is exempt from federal estate tax upon their death. Estates valued below this exemption amount are not …