March 11, 2022 •
Estate Planning 
My mother passed, and she was an administrator of my grandfather’s estate and the inheritances. The estate accumulated quite a bit of back taxes over the years. Will the IRS put a lien on that estate as well as hers to retrieve funds?
Read MoreMarch 10, 2022 •
Estate Planning 
Being married is significant both for a married person’s lifetime estate planning and subsequent administration of the estate at death. Important rights and responsibilities exist between married persons.
Read MoreMarch 9, 2022 •
Estate Planning 
Your estate planning is done, but is it? A periodic review is an important ongoing step to your planning.
Read MoreMarch 8, 2022 •
Estate Planning 
For couples who face depleting their own assets, using a Medicaid-compliant annuity could be a way to preserve assets and still qualify for Medicaid.
Read MoreMarch 7, 2022 •
Estate Planning 
In estate planning, the use of trusts to manage the distribution of assets is becoming increasingly more common. However, for many people, the idea of setting up a trust during his or her lifetime is overwhelming and perhaps even unnecessary.
Read MoreMarch 4, 2022 •
Estate Planning 
Trusts are often associated with the rich, but the uber-wealthy are not the only people who can benefit from using trusts. There is no minimum asset level or net worth required to set up a trust, and you can put any amount of money into a trust.
Read MoreMarch 3, 2022 •
Estate Planning 
These agents take over your affairs in specific areas, if you become physically or mentally incapacitated.
Read MoreMarch 1, 2022 •
Estate Planning 
Adult children typically don’t have to pay their parents’ bills. However, there are exceptions. Even when a child doesn’t have to pay directly, debt could reduce what they inherit.
Read MoreFebruary 28, 2022 •
Estate Planning 
If you do not plan appropriately and thoughtfully, problems may arise with respect to this property and your family when you are gone.
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