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5 TIPS FOR SUCCESSFULLY RECEIVING AN INHERITANCE

If you recently received an inheritance, or are expecting to receive one in the near future, it has likely triggered mixed emotions…

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CONSIDER “MICRO” ESTATE PLANNING IN THE NEW YEAR

You are probably familiar with the idea and benefits of traditional estate planning: eliminating probate complications and costs, lowering tax liabilities, and…

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WHAT TO EXPECT FROM ESTATE PLANNING IN 2018

As we look ahead to 2018, let’s consider a few things to watch regarding estate planning, so you and your family can…

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YOU CAN GIVE AWAY MORE TAX FREE IN 2018

After staying the same for five years, the amount you can give away to any one individual in a particular year without…

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THE MORE YOU KNOW: REVERSE MORTGAGES & ESTATE PLANNING

You have likely seen several advertisements for reverse mortgages. The concept is a simple one:  as long as you own and live…

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FACTORING LONG-TERM CARE INTO YOUR ESTATE PLAN PAYS OFF

For most people, thinking about estate planning means focusing on what will happen to their money after they pass away. But that…

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WHY HIRE AND ELDER LAW ATTORNEY TO COMPLETE A MEDICAID APPLICATION?

When spousal or parental nursing home placement is unavoidable, and once it’s realized that Medicare is not going to pay for a nursing home…

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JOINT TENANCY PITFALLS: THE ‘SIMPLE’ FIX THAT CAN LEAVE YOUR FAMILY BROKE

There are many ways to own your assets. Typically people want their family to receive their savings as quickly and simply as…

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STEPS FOR STARTING THE END-OF-LIFE CONVERSATION

No one wants to discuss death and dying. Yet it’s a critical time for which we ought to prepare. Many people are…

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ARE YOUR DOCUMENTS FOLLOWING THE SAME SCRIPT? BASICS OF BENEFICIARY FORMS AND ESTATE PLANNING

In the event of your untimely death, the manner in which your beneficiaries — or those people who receive your assets from…

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  • Law Office of Kathleen M. Toombs, PLLC



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