Tag Archives: estate attorney

Loan, Gift, or Advancement: Why the Classification Matters

While we all want to provide financial help to our loved ones—whether they are family or close friends—it is important to understand that how the money is classified will directly affect your estate planning.

Accordingly, the intent behind the transfer of the money is key when determining if it will be considered a loan, gift, or...
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Proactive Long-Term Medicaid Planning

As we head into the holidays this year, this season will likely look significantly different from years past.

Out of concern for older and high-risk family members, most families will probably celebrate apart, or at least with masks and proper social distancing. For family members in nursing homes and other health care facilities, the isolation can...
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What Franchise and Multilevel Marketing Business Owners Need to Know About Estate Planning

Franchise and multilevel marketing (MLM) businesses are often attractive because they offer people the chance to start a small business with a well-known brand and an established business model.

However, they present different estate planning challenges than other types of small businesses because the rights and obligations of franchisees and multilevel marketers are spelled out in...
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