April 5, 2022 •
Estate Planning 
Your last will and testament is one of the most important legal documents that you will ever make. It allows you to direct where you want your property, guardianship and debts to go after you die, and allows you to appoint an executor to act out your wishes.
Read MoreApril 1, 2022 •
Estate Planning 
Given their salaries and the chances of getting sued, physicians should strongly consider estate planning early in their careers.
Read MoreMarch 30, 2022 •
Estate Planning 
Who’s going to inherit on the death of one of the re-marrieds? Will this be the surviving spouse? If so, where will those inherited monies go on the second-to-die’s death?
Read MoreMarch 29, 2022 •
Estate Planning 
My dad is investing in cryptocurrency! I know nothing about it and, frankly, I am not interested in learning. I think it is a passing fad. When he dies and I am responsible for the distribution of his estate to my siblings, do I need to address the crypto?
Read MoreMarch 25, 2022 •
Estate Planning 
Children and grandchildren motivate us to think about a will and life insurance. However, it is problematic to name minor children as beneficiaries.
Read MoreMarch 23, 2022 •
Estate Planning 
Trusts are often associated with the rich. However, 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 18, 2022 •
Estate Planning 
Many estate executors focus on estate taxes and forget about income taxes. That can be an expensive mistake.
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 MoreFebruary 21, 2022 •
Estate Planning 
The law requires probate for a good reason. If a person dies, probate ensures that the property goes to the people who are supposed to inherit it.
Read MoreFebruary 18, 2022 •
Estate Planning 
For most people, entering the realm of estate planning can feel a bit like traveling as a tourist into another culture. Because the language itself is unfamiliar, asking a question can result in an answer that is equally confusing.
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