Wills, Trusts, & Estate Planning
The Unthinkable Happened to my Co-Parent…
Recently Attorney Michael Monteforte came across an article by Kelly James that spoke to him. So much so that he actually...
General Wealth Preservation Planning Wills, Trusts, & Estate Planning
Why a GRAT might be the perfect way to protect your crypto!
First, What is Crypto? Cryptocurrencies like Bitcoin and Ethereum are a new way to invest your money. In the simplest...
Wills, Trusts, & Estate Planning
What’s a Health Care Proxy and Why Do I Need One?
If you become incapacitated, who will make your medical decisions? A health care proxy allows you to appoint someone else...
Wills, Trusts, & Estate Planning
What Is a Trust Protector and When Might You Need One?
Trust protectors – long popular in offshore trusts set up by high rollers – are growing more common in trusts...
Elder Law & Long-Term Care Planning
Will Medicare Cover a Coronavirus Vaccine?
With the coronavirus pandemic responsible for more than a hundred thousand deaths and disrupting life across the United States, the...
Wills, Trusts, & Estate Planning
4 Reasons to Review Your Will
If you have already prepared a will, then you are ahead of the game. But, how long ago was this...
Wills, Trusts, & Estate Planning
Transfer to Special Needs Pool Trust creates Penalty Period
Eighty-seven-year-old Yvonne Richardson resided in a nursing home and received Medicaid benefits. Ms. Richardson’s conservator deposited money from the sale...
Elder Law & Long-Term Care Planning
A Letter of Competency Should Be Part of Every Estate Plan
Dementia and other health issues that affect one’s mental capacity are devastating in many ways, but they can also complicate...
Elder Law & Long-Term Care Planning Wills, Trusts, & Estate Planning
8 Tips for Having ‘The Talk’ with Elderly Parents
Talking about estate planning is a difficult, emotional topic but it’s essential for every family. Unless you’re certain your parents...