Wills, Trusts, and Estates

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

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....

Obtaining eligibility for Medicaid often requires transferring assets to a spouse or other family members.  When transferring assets, one...

You are never too young to draft your estate planning documents.  I am sure you would agree that anything can happen to anyone at any...

Actually, yes!  When someone dies, the first step is to determine if the decedent owned any assets individually, meaning there were...

The main purpose of a will is to direct where your assets will go after you die, but it can also be used to instruct your heirs how to...

This is a very common issue with revocable trusts and it results from not respecting the formalities of the trust. In order for a...

Assuming by your question that you are a beneficiary of your parent’s estate, you are entitled to certain information.  For instance,...

The answer to this question is dependent on the County you live in.  Regardless, the probate process can take quite some time and delay...

Grandparents may be tempted to leave an IRA to a grandchild because children have a low tax rate, but the “kiddie tax” could make doing...

A guardian is an individual (or sometimes an entity) appointed by the Court to handle the personal and/or financial affairs of a minor...

Leaving assets to your children gives rise to many considerations.  For instance, if the child is a minor, you do not want assets passing...

With Congress about to break for a two week Spring recess, the repeal of Obamacare appears to have stalled and remains uncertain....

This is a real fact pattern. I recently met with a family whose 86 year old Mother was admitted to a nursing home for dementia.  They...

An integral part of our practice involves planning with the assets of individuals who are disabled or have special needs. These...