Strategic Planning Session Wealth Preservation Planning
The Monteforte Law Wealth Preservation System™
The Monteforte Law Wealth Preservation System™ At Monteforte Law, we have grown a lot over the last several years. While...
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...