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Estate Planning Blog

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How to Claim Unclaimed Property or Money

Posted on: April 17, 2025
Unclaimed property laws enable individuals to recover lost assets. However, navigating the process requires knowing where to look and how to file a claim.
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elder care

Protect Your Parents’ Savings From Nursing Home Expenses

Posted on: April 10, 2025
Without proper planning, the high costs of nursing home care can quickly deplete your parents’ savings, leaving them financially vulnerable.
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Make Your Advance Care Plans on National Healthcare Decisions Day

Posted on: April 10, 2025
National Healthcare Decisions Day on April 16 reminds us that planning for future medical care ensures that your wishes are respected and relieves your loved ones from making difficult choices during a crisis.
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Is Wife Responsible for Husband’s Debt after Death?

Posted on: April 3, 2025
Few know the complex federal and state laws governing outstanding debts from a deceased spouse. Some may fall victim to paying bills that they are not legally responsible for.
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Resources for Children with Developmental Disabilities

Posted on: April 3, 2025
Developmental Disabilities Awareness Month (DDAM), observed annually in March, is the perfect time to highlight resources that can improve a child’s quality of life and long-term well-being.
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medicaid

Can I Transfer My Medicaid Benefits to Another State?

Posted on: March 27, 2025
Medicaid coverage does not automatically transfer between states—relocating requires careful planning to avoid lapses in healthcare benefits.
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gifting assets

Pitfalls of Joint Ownership

Posted on: March 27, 2025
Joint ownership may seem like an easy way to share asset., However, it can create legal, financial and tax complications that could harm you and your heirs.
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estate planning and elder law firm

Learn How Special Needs Planning Improves the Lives of People with Developmental Disabilities

Posted on: March 20, 2025
March is Developmental Disabilities Awareness Month. It’s the right time to learn how special needs planning improves the lives of those with disabilities.
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Required Minimum Distribution

Balancing Income in Retirement: Smart Strategies for Long-Term Financial Stability

Posted on: March 20, 2025
Managing retirement income requires careful planning to maintain financial security, while minimizing taxes and unexpected costs.
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