Stress Test Your Estate Plan
Is your estate plan up to date? Give it this stress test to find out: 1. Do you have a will or a trust?
If You’re Appointed Trustee, Here’s What to Do
A trust has been set up for your friend Rose, and you have been asked to be a trustee. Your desire to assist is tempered
New Year, New Estate Plan
You may think that your estate plan is something you already checked off your to-do list years ago. But the truth is that it’s not
There Is an Appeals Process for Medicare Recipients
A recent federal court decision now allows beneficiaries of Medicare to appeal previous decisions concerning their status as patients. The Underlying Issue When Medicare patients
Structured Settlements Can Be Used to Fund a Special Needs Trust
You can receive a lump sum or a structured settlement if you win a personal injury lawsuit. You may opt for a substantial initial amount
Medicaid and Medicare Guidelines for Protecting Nursing Home Residents
Nursing homes face a variety of public health challenges from infectious diseases like the flu and COVID-19. The Center for Medicare and Medicaid Services, CMS,
What to Know About Annual Gifting
If you are like me, you get to the last few months of the year and think about how to give gifts to your children
The Legacy of Generational Wealth: Managing It After Your Death
It may have taken a lot of time and effort for you to create and protect your legacy for future generations. But have you thought
Legal Considerations for Buying an Existing Business
Many entrepreneurs love the challenge of starting a new business and creating everything from scratch. Others like the idea of buying an existing business in
