We do not usually have the opportunity to hear about people passing away when they... [Read more...]
Estate Tax Exclusion Has Been Increased
Before we get to the increase in the estate tax exclusion, we should explain how... [Read more...]
A Look at Adjusted 2020 Medicaid Figures
As elder law attorneys, we place a significant focus on the process of Medicaid planning.... [Read more...]
The SECURE Act Has Made Significant Changes to IRA Rules
At the end of 2019, Congress passed the SECURE Act making significant changes to the... [Read more...]
Asset Transfers: When Simplicity Gets Complicated
You may hear about different ways that assets can be transferred after you pass away.... [Read more...]
Look-Back Added to Veterans Pension Rules
As elder law attorneys, we educate people about the benefits that may be available to... [Read more...]
Effective Planning Can Safeguard Your Legacy
If you fully understand the value of estate planning, you are probably gratified by the... [Read more...]
Be Aware of the Medicaid Look-Back Period
Medicaid is a jointly administered federal/state government program that provides health insurance for people with... [Read more...]
Medicaid Income Rules for Healthy Spouses
Before we dive into the Medicaid Monthly Maintenance Needs Allowance, we should provide some general... [Read more...]
Inheritance Balancing for Small Business Owners
One of the most compelling reasons to discuss your unique situation with an estate planning... [Read more...]
Inherited Assets Get a Step Up in Basis
As estate planning attorneys, taxation is one of the subjects that we are asked about... [Read more...]
Be Aware of the Caregiver Child Exemption
Before we get into the caregiver child exemption, we have to provide the necessary background... [Read more...]
