Heard this from your client? “I need to find a nursing home for my mom.”

An Overview of Some Long Term Care Options

One of the greatest concerns for the elderly we serve and their families is that of long term care.  Two-thirds of seniors will need care at some point in their life and many have not planned for this likelihood.  It is an emotional and unpleasant Continue reading

CAUTION: The Trust Protection Myth — Your Revocable Trust Protects Against Lawsuits

Many people believe once they set up a Revocable Living Trust and transfer assets into the Trust, those assets are protected from lawsuits.  This is absolutely not true.

While Trusts commonly provide asset protection for beneficiaries – few Trusts protect assets owned by the person Continue reading

Where Is The Best Place To Store Original Estate Planning Documents?

Estate planning attorneys are often asked where original estate planning documents – wills, trusts, powers of attorney, and healthcare directives – should be stored for safekeeping.  While there is no right or wrong answer to this question, consider the following:

1.       Should you store Continue reading

Did Last Year’s U.S. Supreme Court Decision Put Your IRA At Risk? What’s The Solution?

In a landmark, unanimous decision handed down on June 12, 2014, the United States Supreme Court’s Clark v. Rameker decision held that inherited IRAs (IRAs which are inherited by your children) are not classified as “retirement funds” and can be reached by the creditors of your children Continue reading