The best Estate Planners stay current on the latest trends. The American Academy of Estate Planning held its semi-annual conference providing education and learning for and inspiring excellence in its Members. Read on to learn more about the unique experience at the conference.
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An Informative Conversation About Asset Protection
We answer many of the same questions when we speak with clients, so we know what people are curious about. In this post, we will answer some frequently asked questions about asset protection. If you bookmark this page, you can visit us often to gain more useful information about elder law, estate planning, and financial […]
How Do I Title Thee…Part 1
We often consider Estate Planning documents such as a Will, Trust, Property Power of Attorney, and health care documents to be the building blocks of an Estate Plan. While a necessary and important part of Estate Planning, thinking of the documents as the starting point for an Estate Plan skips several important steps. This article is the first in a two-part series. The first part examines the various ways to hold title to assets and the second part examines the effect that title may have on an Estate Plan.
Is Long-Term Care Insurance Recommended?
As elder law attorneys, we advise clients that have concerns about the expenses that they may face toward the end of their lives. Without question, long-term care costs are at the top of the list. It is natural to assume that Medicare would cover living assistance, but this is not the case. Medicare will pay […]
Similar Estate Planning Terms Can Be Confusing
Estate planning can be more complicated than you think. When you try to figure it out for yourself, you may make assumptions that are incorrect because of misunderstandings. Some of this stems from the fact that there are terms that sound very similar. It is easy to assume that they are different ways to say […]
Five Things You Need to Know About the Gift Tax
The federal estate tax was established in 1916, and at that time, people would give gifts while they were living to avoid the tax. This worked until 1924, but at that time, a gift tax was enacted to close the window of opportunity. It was in place for two years, and it was repealed. Once […]
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