Wills, Trusts, & Estate Planning
The Impact of Choosing the 20/20 Hindsight Trust
The Impact of Choosing the 20/20 Hindsight Trust In the complex world of estate planning, the choices made by individuals...
Wills, Trusts, & Estate Planning
Smart College Giving: Use a Retirement Protection Trust™
Paying for College: How Grandparents Can Help Through a Retirement Protection Trust™ College tuition has skyrocketed in recent decades, leaving...
Wills, Trusts, & Estate Planning
The Retirement Protection Trust™
The Estate Planning Secret Other Attorneys Won’t Tell You Most estate planning attorneys all sound the same. They throw around...
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
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 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...
Wills, Trusts, & Estate Planning
Retirement Account Distribution Must Be Made After Death
Congress created the rules governing the minimum distribution of retirement plan funds to encourage saving for retirement and to allow...
Wills, Trusts, & Estate Planning
Advantages of a Qualified Personal Residence Trust
The Advantages of a QPRT and Why You Should Have One in Your Estate Plan The QPRT, which stands for...