The articles in our legal library have been carefully researched and written to give our clients the most relevant, accurate information about estate plans, Medicaid planning, protecting assets from nursing homes, designating guardians for minor children, and much more. Get the facts you need in our free legal library.
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Our July 2025 Newsletter is Here!
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The $1.5 Million Estate Planning Error You Can’t MakeA $1.5M estate planning mistake shows why portability rules matter—and how one paperwork error can cost families millions.
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Check out our May 2025 Newsletter!
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Paying for College: How Grandparents Can Help Through a Retirement Protection Trust™Smart College Giving: Use a Retirement Protection Trust™
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The Retirement Protection Trust™
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Check out our March 2025 Newsletter!
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The Future of Retirement Planning: Changes Coming in 2025
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Check out our January 2025 Newsletter!
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Check out our November 2024 Newsletter!
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Richard Simmons' Estate: Why a Solid Estate Plan MattersWhat this case reveals are that having a plan is only half the battle; having a clear and well-communicated plan is what really matters.
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Check out our September 2024 Newsletter!Why We Are No Longer Recommending Will-Based Estate Plans...
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Estate Planning: Where Do I Start?Monteforte Law Makes It Easy with Our 4-Step Asset Protection Plan™!