Medicaid Gifts to Children

/ By: lsmith

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Do the Medicaid gifting rules and asset transfer penalties have you confused? If so, you are not alone! Unfortunately, failing to understand the rules and penalties could result in your ineligibility for benefits right when...

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Loaning Family Money – What You Need To Know

/ By: lsmith

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Loaning Family Money – What You Need To Know Loaning Family Money – What You Need To Know Written By: The American Academy of Estate Planning Attorneys People lend money to family members for a...

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Estate Planning is a Team Effort

/ By: lsmith

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It takes a team to make sure you have a fully functioning estate plan. Learn about the players, their roles, and - most important - how simple it is to assemble your estate planning team....

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Estate Planning is Essential for Same-Sex Couples

/ By: lsmith

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For most people, dying without an estate plan means burdening loved ones with added inconvenience, delay and expense. For same-sex couples, however, dying without an estate plan can spell disaster. Find out why and learn...

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Protect Your Right to Make Medical Decisions

/ By: lsmith

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Who would make your medical decisions if you were terminally ill or get into an unexpected accident? Have you expressed your wishes to your family members and, just as importantly, have you formalized your wishes...

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Five Non-Tax Reasons You Need an Estate Plan

/ By: lsmith

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Estate planning is only for wealthy people who want to reduce their estate taxes, right? Wrong! Only a tiny percentage of Americans need to worry about estate taxes but every adult needs an estate plan....

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Why Everyone Needs an Estate Plan

/ By: lsmith

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People tend to think of estate planning as something that only the wealthy or the elderly need to do. In truth, regardless of your age, your situation in life, or your level of wealth, estate...

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