Estate Planning

Co-Authored by Joanna C. Feldman, Esq. Do you understand who will inherit your Estate if you die without a Will? We recently read an...

Personal belongings, such as jewelry, coin collections, furniture, photographs, family heirlooms, and other items of sentimental value...

Regardless of whether your estate plan is basic or complex, it is important to review the plan every few years for reasons that include...

Co-Authored by Joanna C. Feldman Many people ask whether – or even why – they need a Last Will and Testament (“Will”) if they designate...

Taking care of a parent can be a full-time job. Children may have to give up paying jobs in order to provide care to aging parents....

The Power of Attorney (“POA”) and Statutory Gifts Rider (“SGR”) are two of the most important documents drafted by an elder law...

Second to the house, an individual retirement account (“IRA”) is usually the largest asset when looking into someone’s financial...

A Medicaid Trust is an irrevocable trust designed to protect your assets from the staggering costs of long-term care, usually nursing...

Co-authored by Joanna C. Feldman Under the usual fact pattern, a retirement account will not render someone ineligible for Medicaid. ...

Change is inevitable, and it comes in many shapes and sizes.  Death, disability, and divorce are three of the most common changes in life...

While I cannot say whether there are mistakes in your estate planning documents, the wording of your document may be confusing to you as...

Co-authored by Joanna C. Feldman To be eligible for Medicaid benefits in a nursing home in 2018, one may have no more than $15,150.00 in...

In many cases, a divorce is a traumatic experience for both parties. Usually, neither party has given any thought to the unintended...

While an annuity might serve you well from a financial planning perspective, financial planners and clients must be aware of the...

The nomenclature used to title accounts can be daunting and quite frankly downright confusing.  After creating trusts for our clients, we...

When I meet with people for the first time who are interested in estate planning, their focus is usually on after-death planning....

Co-authored by Joanna C. Feldman The truth is that very often, “elder law” attorney is a misnomer as it pertains to many of our clients....

We have all heard the saying “life is full of regrets”.  I have compiled a list of the most common regrets that I often hear from...

Co-authored by Joanna C. Feldman This is a question that often comes up in the midst of the grief of losing a loved one.  The thought of...

Remember, the purpose of a revocable trust is to avoid probate and following fact patterns make it a necessity to use a revocable trust....