Probate is a legal process that will enter the picture when assets are being transferred through the terms of a will. It takes place under the supervision of a court, and an intestate estate would also be subject to probate. There are some things that you should know about the probate process before you make […]
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Is a Transfer on Death Account Subject to Probate?
We are going to look at the estate administration implications of a transfer on death account in this post. But before we get there, we’ll provide some background information so you can see the entire picture. The Probate Process The simple will is the most commonly used estate planning document. If you use a will […]
Elder Law Insight: Veterans Pension Can Defray Long-Term Care Costs
As an elder law firm, we offer comprehensive assistance to clients who are looking ahead toward their senior years. This applies everyone, but we are especially proud to work with military veterans that are planning ahead for the future with long-term care in mind. These brave men and women put it all on the line […]
Understanding Medicare, Medicaid, and the Medicaid Trust
When it comes to funding senior long-term care, understanding the distinctions between Medicare and Medicaid, as well as the role of a Medicaid trust, is key. Many seniors and their families often wonder if Medicare will cover the costs of long-term care. Let’s explore this topic and delve into effective planning strategies involving Medicaid trusts. […]
Have You Considered Senior Long-Term Care Costs?
When you are thinking about your retirement years and the legacy that you will be able to pass along to your loved ones, have you considered the impact of long-term care costs? Clearly, this is unpleasant territory, but it really should be addressed with clear eyes. Sobering Statistic It can be hard to imagine a […]
Steer Clear of These Inheritance Planning Traps
You can often learn valuable lessons when you witness the mistakes that others have made. As an inheritance planning firm, we have certainly seen our share of them as you might imagine. In this post, we will take a look at some of these errors so that you do not fall into the same traps. […]



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