Good Fences
Tom
Good Fences
You have probably heard the expression “good fences make good neighbors”. The phrase became widely known from a Robert Frost poem…
Testamentary Trusts
The term “Testamentary Trust” refers to the way in which a trust is created. A Testamentary Trust is designed in a Last…
A New Estate Planning Option: Transfer on Death Deeds
In a prior article I wrote about the potential benefits, or nuts and bolts, of “Pay on Death” designations as an efficient…
What is Probate?
There is a frequent misconception that if you have a Will, your estate will avoid Probate. If there is a Will,…
Practical First Steps When a Loved One Dies
The amount of paperwork and complex procedure involved in winding up a person’s final affairs is a big responsibility and may take…
What is Probate?
There is a frequent misconception that if you have a Will, your estate will avoid Probate. If there is a Will,…
Testamentary Trusts
The term “Testamentary Trust” refers to the way in which a trust is created. A Testamentary Trust is designed in a Last…
Nursing Home Crisis Strategies — Spousal Refusal
When dealing with Nursing Home budgeting, Medicaid income and asset rules are strict. Because the cost of care is very high, most…
Nursing Home Crisis Asset Preservation Planning
Sophisticated Medicaid eligibility rules limit asset preservation solutions. In the context of short-term planning and where the individual (“client”) is already in…
Medicare and Medicaid? – What’s the Difference?
Medicare Medicare is federal program which provides healthcare to certain populations, if you are over age 65 and have paid Medicare tax…
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