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 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.
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Secrets to Estate Planning for CryptocurrenciesIn this article, we will discuss what you need to know about estate planning for cryptocurrencies.
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Life Insurance Trusts - The Estate Planner's Secret WeaponIf you have a large life insurance policy and your estate planning lawyer didn't discuss this with you, get a new estate planning lawyer.
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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.
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Can you DIY your Estate Plan?Sometimes even a GOOD Will just isn’t enough to protect what you want...
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Case Study: Ben and LeslieBen and Leslie want to preserve their wealth and pass it down to their children, how do they do it?
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Case Study: Planning after a diagnosisSadly, it happened again. A client passing away without a plan in place. Well, almost. Thanks to my amazing team, we were able to help just in time.
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Generation-Skipping TrustsGeneration-Skipping Trusts can be another way to ensure your assets and legacy are passed on to loved ones.
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The Monteforte Law Wealth Preservation System™By applying our system to each client’s situation, we can provide detailed & superior advice & create the estate planning documents to back up that advice.
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Medicaid Can Still Make You Pay!Medicaid is given by individual states, they are subject to regulations made by federal mandate. Even if they don't want your money, they are forced to take it.
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Learn What A Financial Advisor Is and Why You Might Need OneAttorney Michael Monteforte talks to a financial advisor, Jonathan Rogers, to understand what the role of a financial advisor can offer and how you can benefit!
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State Ignoring Appraised Value of Medicaid Applicant’s HouseLearn More About The State Decision Ignoring Appraised Value of Medicaid Applicant’s House When Imposing Penalty Period Is Reversed