Elder Law Articles

With the fiscal cliff finally upon us, it is time to review and renew your estate plan.  For the last decade, estate taxes have been a limited factor in estate plans for the vast majority of families.  With applicable exclusion amounts increasing steadily, fewer and fewer families were likely to be faced with the possibility  … Read more

It has finally happened.  I hope everyone had a joyous holiday season with their families.  Now that the holidays are nearly over and done with, Congress has one more gift in mind.  However, it is not a surprise.  In just a few days, while we are celebrating the New Year, Congress will very likely be  … Read more

When you create a revocable living trust, you designate trustees to handle the assets contained within the trust.  In the majority of cases, you will name yourself (or yourself and your spouse) as the initial trustee.  When doing so, your financial affairs suffer minimal obstruction since you will be the settlor, beneficiary, and trustee with  … Read more

I once heard a joke that went, “The last check you ever write should be to the undertaker and it should balance.”  Of course, the joke is funny because doing so would be nearly impossible, if not irresponsible.  Since it is impossible to know when you will die, it is impossible to know exactly how  … Read more