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Blog Posts in Estate Planning

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  • Will-Based Estate Planning Versus Trust-Based Planning
    Will-Based Estate Planning Versus Trust-Based Planning

    Estate planning comes in two basic flavors: will-based estate planning and trust-based estate planning. Deciding on which to use depends heavily on your personal situation. Although, the trend is that ...

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  • The Medicaid Estate Recovery Program
    The Medicaid Estate Recovery Program

    Have you ever heard people say that they have absolutely no interest in Medicaid because they didn’t want to lose their house? Well, these people have a valid concern. Because of the Medicaid Estate ...

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  • Spousal Impoverishment and Medicaid
    Spousal Impoverishment and Medicaid

    State and federal law has numerous provisions to ensure the healthy spouse of an ailing senior does not impoverish herself trying to afford her spouse’s medical care. These provisions are codified in ...

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  • Pitfalls to Avoid When Planning with Family Limited Partnerships
    Pitfalls to Avoid When Planning with Family Limited Partnerships

    The recent holding from the US Tax Court in the case of Estate of Helen P. Richmond, T.C. Memo. 2014-26, sheds light on a couple of points to be aware of when your estate plan includes the use of a ...

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  • Medicaid, Nursing Homes & Estate Planning
    Medicaid, Nursing Homes & Estate Planning

    The average monthly cost for a nursing home is about $5,000. Most people cannot afford that. As a result, roughly 65% of all nursing home residents turn to Medicaid to finance their medical care. ...

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  • Understanding Trust-Based Estate Planning
    Understanding Trust-Based Estate Planning

    Trusts can be complicated, but at their core, they’re very simple. A trust is merely a legal entity that holds title to property. There are numerous beneficial reasons for a trust to own property, and ...

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