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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Why you need an Aging Life Expert Elder Care Manager, Suzanne McNamara, discusses how she partners with you during the challenges, complexities, and opportunities involved in getting older. -
Check Out Our July 2022 Newsletter! Summer plans for the Monteforte clan! -
Advantages of a Qualified Personal Residence Trust A Qualified Personal Residence Trust is a great tool if you want to protect your home and reduce or eliminate estate taxes. -
How to Write a Legacy Letter Jay and Michael discuss the value of creating a legacy letter, what you should include in your letter, and the steps you can take to begin the writing process. -
Why a GRAT might be the perfect way to protect your crypto! The answer is that the GRAT allows you to pass your cryptocurrency on to your beneficiaries completely free of the estate tax, gift tax, and capital gains tax. -
Secrets to Estate Planning for Cryptocurrencies In this article, we will discuss what you need to know about estate planning for cryptocurrencies. -
Life Insurance Trusts - The Estate Planner's Secret Weapon If you have a large life insurance policy and your estate planning lawyer didn't discuss this with you, get a new estate planning lawyer. -
Check Out Our May 2022 Newsletter! I’m the Parent of a Grad! Celebrating Gabby’s Achievements. -
Move smart before you move! Terry is the founder of My Mad Packers, a service that helps individuals learn how to move the smart way! -
Forever Learners Attorney Michael Monteforte sits down with Dr. Richard Maybuy, President of Knowles Johnson Institute of Graduate Studies. -
6 Reasons You're Putting Off Writing a Will and how to Stop! It's an important task that is easy to procrastinate, but here's why you shouldn't. -
Can you DIY your Estate Plan? Sometimes even a GOOD Will just isn’t enough to protect what you want...