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Estate Planning
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July 3, 2024
Should I Leave My Assets to My Family Through Payable on Death (POD) Accounts?
December 20, 2023
Be Cautious of Gifting Money if Medicaid may be in Your Future
December 1, 2022
Researchers Warn That Failure to Plan by and for Individuals with Disabilities may Result in a Major Public Health Crisis
October 13, 2022
Lessons from an Elder Abuse Story with a (Relatively) Happy Ending
March 22, 2021
Major Victory for Adults Who Provide Home Care for Parents
September 4, 2020
Special Needs Spotlight Webinar Series: Administering Special Needs Trusts
August 28, 2020
Special Needs Spotlight Webinar Series: Guardianship and Supported Decision-Making
August 21, 2020
Special Needs Spotlight Webinar Series: Understanding Special Needs Trusts
June 30, 2020
Special Needs Spotlight Webinar Series: Creating a Letter of Intent and a Life Plan
June 23, 2020
Special Needs Spotlight Webinar Series: When and How to Use an ABLE Account
June 10, 2020
Special Needs Spotlight Webinar Series: Integrating Financial & Legal Planning for Families with a Child with a Disability
May 27, 2020
Special Needs Spotlight Series: Taking Control - Harnessing Anxiety & Turning It Into a Plan
May 18, 2020
How Can I Protect Myself From Financial Exploitation as I Age?
April 27, 2020
Understanding Fiduciary Roles and Considerations in Choosing Who to Appoint
April 15, 2020
If Not Now, When? New Legislation Simplifies Estate Planning in the Time of Coronavirus
April 8, 2020
Preparing for Illness in the COVID-19 World
March 31, 2020
Control What You Can – Document Your Wishes
March 19, 2020
Should I Create a Special Needs Trust for My Disabled Child? [VIDEO]
March 16, 2020
Protect Your Spouse and Children by Updating Your Estate Plan
February 27, 2020
What Is One Thing Your Clients Say They Wish They Knew Before Coming to See You? [VIDEO]
February 20, 2020
What Do I Do If I Have No Close Family Members or Friends to Appoint as Power of Attorney or Executor? [VIDEO]
February 6, 2020
Tomorrow May Come Sooner Than You Think…
January 23, 2020
How Is Your Practice Different From Other Trusts and Estate Lawyers or a General Attorney Who Does Wills and Real Estate? [VIDEO]
December 31, 2019
Five Suggestions for Elder Care If You or Your Elderly Parents Have “One Foot on the Banana Peel”
December 26, 2019
Estate Planning: What Does the SECURE Act Mean for You and Your Retirement?
November 7, 2019
Life Insurance: Is It Necessary to Keep as I Age or Can I Use It to Help Me Right Now?
June 11, 2019
Special Needs Planning: Don't Get Stuck Giving Unnecessary Money to the State
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