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  • ESTATE PLANNING & SETTLEMENT ATTORNEYS – ELDER LAW SERVICE AREA IN MASSACHUSETTS
  • Estate Planning Attorneys Lexington Massachusetts
  • Estate Planning Attorneys Winchester Massachusetts
2021 Tax Changes and Estate Planning
February 27, 2021

Among the biggest news to [...]

4 Ways to Safeguard Assets from Liability
February 27, 2021

It’s a simple fact that [...]

Tax Considerations When Selling a Home in Massachusetts
February 21, 2021

The increasing real estate prices [...]

Capital Gains Tax When Selling a Home in Massachusetts
February 21, 2021

The Massachusetts real estate market [...]

Life Insurance Myths and Estate Planning Tips
January 22, 2021

One of the most important [...]

5 Common Estate Planning Myths
January 22, 2021

Misconceptions are very common with [...]

Estate Planning Goals for 2021
January 5, 2021

The new year is a [...]

Financial Planning Tips for 2021
January 5, 2021

It’s a new year, which [...]

Can My Estate Plan Solve My Capital Gain Tax Issue?
December 14, 2020

Our focus at Simmons & [...]

Estate planning during the holidays
Estate Planning During the Holidays
December 7, 2020

The holidays are always a [...]

Year-End Estate Planning and Last Minute Changes
December 7, 2020

With only a few weeks [...]

4 Tips for Estate Executors
October 29, 2020

Being an estate executor (now [...]

Estate Planning for Different Stages of Your Dependents’ Lives
October 29, 2020

We previously wrote about how [...]

5 Immediate To-Do’s for Estate Executors
October 28, 2020

Being an executor of an [...]

Estate Planning for Different Stages in Life
October 28, 2020

At any age of adulthood, [...]

3 Ways to Change Your Estate Plan
September 23, 2020

Most estate planning documents can [...]

5 Common Mistakes When Updating Estate Plans
September 23, 2020

Estate plans should be reviewed [...]

3 Important Decisions for a Power of Attorney
September 8, 2020

There are several decisions to [...]

Purpose of a Power of Attorney in MA Estate Plans
September 8, 2020

A power of attorney is [...]

3 Reasons to Create Special Trusts
August 24, 2020

Trusts are one of the [...]

Tax Implications of Inherited 401(k) Accounts
August 17, 2020

Tax laws for retirement accounts [...]

401(k) Beneficiary Rules Based on Marital Status
August 10, 2020

401(k) accounts are among the [...]

Why Term Life Insurance May Be the Best Solution
July 18, 2020

There are many different life [...]

Best Ways to Incorporate Life Insurance into Estate Plans
July 18, 2020

Incorporating life insurance into an [...]

Coordinating Estate Plans of Divorced Couples
Coordinating Estate Plans of Divorced Parents
July 5, 2020

When couples divorce, they each [...]

Estate Planning for Divorced Parents in Massachusetts
June 30, 2020

Divorce is an important life [...]

4 Things Single Adults Should Have in Their Estate Plan
June 23, 2020

The urgency to complete estate [...]

estate planning for single adults
Tips on Estate Planning for Single Adults
June 23, 2020

Estate planning discussions are often [...]

What to Look For in an Estate Planning Attorney
June 8, 2020

There are an abundance of [...]

Reasons to Hire an Estate Planning Attorney
June 8, 2020

Estate planning can be very [...]

estate settlement checklist
Estate Settlement Information Gathering Checklist
May 18, 2020

A decedent’s estate must go [...]

Estate Settlement Process Steps
May 18, 2020

The estate settlement process by [...]

Emergency Request for Temporary Guardianship of an Incapacitated Person
April 21, 2020

With the Coronavirus pandemic spreading, [...]

Guardianship of an Incapacitated Adult in Massachusetts
Guardianship of an Incapacitated Adult in Massachusetts
April 20, 2020

If an adult becomes incapacitated [...]

5 Things That Make Your Estate Plan Unique
April 14, 2020

Your life is unique, as [...]

Coronavirus Impact on Retirement Planning
April 10, 2020

Coronavirus has impacted the economy [...]

Estate Planning Considerations for the 2020 Stimulus Package
April 2, 2020

As you’ve probably heard, the [...]

5 Qualities of a Good Personal Representative in Massachusetts
March 19, 2020

Selecting a Personal Representative (formerly [...]

Responsibilities of a Personal Representative of an Estate in Massachusetts
March 19, 2020

Executors, now known as Personal [...]

Common Mistakes Made in DIY Estate Plans
March 9, 2020

Mistakes are always more likely [...]

Dangers of DIY Estate Plans
March 9, 2020

With so much information available [...]

Tax Implications of Real Estate Gifting Strategies
February 10, 2020

If you’re debating whether to [...]

Tax and Trust Law Changes for 2020
February 10, 2020

Every year brings with it [...]

5 Things That Need Special Handling in Estate Planning
January 13, 2020

Some types of assets require [...]

Estate Planning Questions for 2020
January 13, 2020

Happy New Year! As you [...]

Year-End Estate Planning Tasks
December 6, 2019

The holidays and end-of-year are [...]

Estate Planning During the Holidays
December 3, 2019

With so many activities during [...]

What Happens When a Beneficiary of a Family Trust Gets Divorced
November 25, 2019

Family trusts are often designed [...]

Tips on Choosing Guardians for Your Children
November 24, 2019

Choosing guardians is one of [...]

Characteristics of a Good Guardian for Your Children
November 21, 2019

There are many different ways [...]

Using a 1031 Exchange to Defer Capital Gains Taxes
November 12, 2019

1031 exchanges offer tax savings [...]

5 Ways to Reduce or Eliminate Capital Gains Taxes on Investment Properties
November 4, 2019

Investment properties are a great [...]

Use a Lawyer for Medicaid Planning
October 23, 2019

Many seniors and their families [...]

Prenups as an Estate Planning Tool
October 23, 2019

As more and more people [...]

Prevent Mistaken Medicare Denials
October 23, 2019

Have you or a loved [...]

Medicaid Assessment and Application Process® - Step 6 results
Is it legal to put a camera in a nursing home room?
October 23, 2019

Technological advances have made it [...]

Should You Leave Siblings Unequal Shares of Your Estate?
October 9, 2019

When you’re reviewing your estate [...]

Updating Estate Planning Documents at Divorce
October 8, 2019

The story of a divorcing [...]

Avoiding Medicaid Penalty Period for a House Transfer
October 7, 2019

Under the laws of most [...]

Benefits of Mediation in Estate Planning
October 6, 2019

A recent case in Illinois [...]

Guidance on Grandparent Gifting
October 5, 2019

Grandparents are regularly generous with [...]

Importance of Passwords In Estate Planning
October 3, 2019

So much is online these [...]

Types of Long Term Care
September 27, 2019

As people live longer and [...]

5 Ways to Pay for Long Term Care
September 27, 2019

Long term care is one [...]

Tips on Organizing Non-legal Aspects of Your Estate
September 25, 2019

When we think of estate [...]

Tax Considerations When Selling a Home in Massachusetts
September 9, 2019

Capital gains taxes are a [...]

Taxes on Selling Primary Residences Converted to Investment Properties
September 9, 2019

In our previous blog post, [...]

Estate Planning for Taxpayers Without Kids
August 15, 2019

If you’re single with no [...]

Plan to Protect Kids with Special Needs
August 12, 2019

Raising a child with special [...]

Land Trusts Provide Anonymity, Avoid Probate
August 9, 2019

A land trust is a [...]

Finding Someone’s Date of Death
August 8, 2019

Imagine your grandfather left a [...]

Increase in nursing home closures across U.S.
August 6, 2019

Choosing nursing home care can [...]

Use Caution when Creating an IRA Inheritance Trust
August 4, 2019

When you hold an IRA, [...]

Guns & Dementia: Dealing with a Loved One’s Firearms
August 3, 2019

Having a loved one with [...]

Maximizing Social Security Survivor’s Benefits
August 1, 2019

Social Security survivor’s benefits provide [...]

Getting Paid as a Family Caregiver through Medicaid
July 31, 2019

Caring for an ailing family [...]

Estate Valuation Approaches
July 30, 2019

The value of an estate [...]

Understanding Medicare’s Hospice Benefit
July 28, 2019

Medicare’s hospice benefit covers any [...]

Estate planning Considerations for Late-in-life Parents
July 27, 2019

It is becoming more common [...]

Increase Value of Estate
5 Ways to Increase the Value of Your Estate
July 26, 2019

If you are preparing an [...]

5 Reasons to Use a Financial Advisor
July 11, 2019

Financial advising is commonly viewed [...]

Things to Do After the Death of a Spouse
July 3, 2019

Losing a spouse is one [...]

What to Do With Life Insurance Proceeds After a Spouse Dies
June 23, 2019

Coping with the loss of [...]

Estate Planning for Family-Owned Businesses in Massachusetts
June 18, 2019

When you run a family-owned [...]

4 Ways to Transfer Family-Owned Businesses in Massachusetts
June 18, 2019

There are several ways to [...]

Massachusetts Estate Planning for Assisted Living and Long-term Care
May 28, 2019

Estate planning and retirement planning [...]

Key Considerations for Elder Estate Planning in Massachusetts
May 21, 2019

It is never too late [...]

Reasons Not to Designate Children as Life Insurance Beneficiaries
May 14, 2019

Life insurance policies allow you [...]

Estate Planning Decisions for Parents | MA Estate Planning
May 7, 2019

As parents of young children, [...]

Life Insurance Retirement Plan Pros and Cons
May 1, 2019

We previously mentioned the option [...]

Retirement Planning with Index Universal Life Insurance
April 26, 2019

We often think of life [...]

Protect Assets, Retain Access with Spousal Lifetime Access Trust
March 31, 2019

A Spousal Lifetime Access Trust [...]

Preventing a Will Contest
March 30, 2019

When you write a will, [...]

5 Reasons Young Adults Need Estate Planning
March 26, 2019

Once your children turn 18, [...]

Estate Planning Critical for Non-traditional Couples
March 25, 2019

Generally speaking, estate planning laws [...]

Massachusetts Opportunity Zones Offer Tax Breaks
March 19, 2019

For a limited time, investors [...]

Protecting Yourself from Identity Theft
March 12, 2019

Your identity is constantly at [...]

3 Ways to Safeguard Adult Children
March 10, 2019

In estate planning, we often [...]

5 Reasons to Freeze Your Credit
March 6, 2019

Did you know that you [...]

When can you delay taking Medicare?
February 20, 2019

Although you’re eligible for Medicare [...]

It’s Now Harder for Veterans to Qualify for Long-term Care Benefits
February 15, 2019

The Department of Veterans Affairs [...]

New Brokerage Account Safeguards Aim to Protect Seniors
February 10, 2019

As the population ages, elder [...]

The New Tax Law Means It’s Time to Review Your Estate Plan
February 8, 2019

The tax law signed in [...]

Protecting Yourself from Social Security Identity Theft
February 1, 2019

Identity theft is a big [...]

Working While Collecting Social Security
January 31, 2019

Once you reach age 62 [...]

Tips on Gifting Money to Grandchildren
January 31, 2019

Grandchildren are one of the [...]

How to Avoid Generation Skipping Transfer Taxes
January 28, 2019

As the name implies, generation [...]

Alternatives to Reverse Mortgages
January 22, 2019

If you are 62 or [...]

Pros and Cons of Reverse Mortgages
January 15, 2019

Reverse mortgages allow you to [...]

Elder Living Options for Families to Consider
January 9, 2019

As family members get older, [...]

Using ABLE Accounts in Estate Planning for Disabled Dependents
December 23, 2018

If you care for a [...]

3 Things to Know Before Gifting a House to Your Kids
December 21, 2018

There’s a common misconception that [...]

How To Divide Assets Fairly Among Children
December 1, 2018

Your assets are a tool [...]

Debts You May Be Leaving Behind
November 16, 2018

A long, wonderful life is [...]

What Happens When There Is No Succession Plan
November 13, 2018

Having a succession plan is [...]

Why Succession Planning Is Important for Small Business Owners
November 9, 2018

Succession planning provides a clear [...]

Maintaining Privacy in Massachusetts Estate Plans
November 7, 2018

Did you know that some [...]

Unusual Assets To Include In Massachusetts Estate Plans
October 24, 2018

Your estate plan likely includes [...]

Update Estate Plans When Moving to a New State
October 4, 2018

There are many life changes [...]

13. The Ins & Outs of Social Security
September 28, 2018

[...]

Estate Planning for Real Estate Assets
September 28, 2018

If you own a home, [...]

Should You Deed Your House to Your Kids While You Are Still Living?
September 28, 2018

Most people pass on assets [...]

12. Medicaid vs. Medicare – What’s the Difference
September 7, 2018

[...]

Wills versus Trusts for Massachusetts Estate Planning
September 3, 2018

Wills and trusts are common [...]

Creating a Will in Massachusetts
September 3, 2018

When you think of estate [...]

Irrevocable Trusts for Estate Planning in Massachusetts
August 8, 2018

In a previous blog post, [...]

Detecting and Avoiding Email Scams
August 1, 2018

It’s hard to tell where [...]

Tips on Protecting Yourself from Phone Scams
July 31, 2018

Phone scams are becoming more [...]

Retirement Tips for Women
July 25, 2018

No one wants to think [...]

3 Things Commonly Forgotten in Massachusetts Estate Plans
July 10, 2018

Estate plans contain many different [...]

Finding Estate Planning Documents for Deceased Family Members
June 28, 2018

Losing a family member can [...]

Make an Estate Plan for Digital Assets
June 27, 2018

Technology use is so prevalent [...]

Difference Between Medicare, Medicaid and MassHealth
May 30, 2018

Government programs are often mistaken [...]

Massachusetts Medicaid Qualification Criteria & Medicaid Planning Tips
May 22, 2018

Medicaid is a government health [...]

Money Saving Tips and Retirement Planning
May 13, 2018

There are many different ways [...]

5 Retirement Planning Tips for MA Seniors
May 11, 2018

Retirement is something that we [...]

Capital Gains Tax When Selling a Home in Massachusetts
April 12, 2018

Capital gains taxes are a [...]

Massachusetts Elder Law Services from Simmons & Schiavo
March 16, 2018

As elder law attorneys, the [...]

2018 Tax Reform Impact on Seniors in Massachusetts
March 15, 2018

The new tax law that [...]

Financial Planning Changes Based on 2018 Tax Law
March 13, 2018

2018 brings several tax law [...]

Student Loan Debt and Estate Planning in Massachusetts
February 22, 2018

Estate planning involves understanding and [...]

11. How to Sell Your Home
February 16, 2018

[...]

5 Massachusetts Estate Planning Mistakes to Avoid
February 15, 2018

Estate planning can help maximize [...]

Changing a Special Needs Trustee
February 13, 2018

Special needs trusts are vital [...]

Revising Your Estate Plan After a Divorce in Massachusetts
February 12, 2018

Divorce can be a stressful [...]

10. Tips on How to Buy a Pre-Owned Vehicle
February 9, 2018

Host Attorney Marco A. Schiavo [...]

8. QLACs- A Way to Not Outlive Your Assets and Avoid Taking Required Minimum Distributions (RMDs)
February 9, 2018

Host Attorney Marco A. Schiavo [...]

7. Preserving Wealth by Having Your Business Properly Insured
February 9, 2018

Host Attorney Marco A. Schiavo [...]

6. Estate Tax Minimization Using Life Insurance Trusts
February 9, 2018

Attorney Kenneth J. Simmons, Jr. [...]

5. Second Marriages and the Importance of Expressing Clear Intent in the Trust
February 9, 2018

Attorney Marco Schiavo talks about [...]

4. Preserving your family’s story and legacy
February 9, 2018

Host Attorney Marco A. Schiavo [...]

There Is Not Time to Do It Later
February 8, 2018

One of the most frustrating [...]

Proposed Regulations Curtailing Valuation Discounts Withdrawn
February 7, 2018

  The Treasury Department and [...]

Everyone Can Get a Trust
February 6, 2018

Trusts used to be viewed [...]

3 Ways to Leave Assets to Adult Beneficiaries
February 5, 2018

When most people think about [...]

3. The Great Balancing Act: Saving for College and Retirement
February 2, 2018

Host Attorney Marco A. Schiavo [...]

1. What is Probate?
January 31, 2018

Attorneys Marco A. Schiavo and [...]

2. Obtaining a Pre-approval to Buy a Home
January 31, 2018

Host Attorney Marco A. Schiavo [...]

Types of Life Insurance Policies – Which Is Best for You?
January 25, 2018

In a previous blog post, [...]

Pre-Litigation Claims Can Be Effective in Estate Tax Disputes
January 24, 2018

Pre-litigation is an activity that [...]

Life Insurance and Estate Planning in Massachusetts
January 18, 2018

If your assets are insufficient [...]

Communicate with Your Kids Before Leaving Unequal Assets
January 18, 2018

When it comes to leaving [...]

4 Things to Include In Your Estate Plan if You Have Children
January 11, 2018

Estate plans should always be [...]

How to Leave Your Home to the Kids
January 3, 2018

Deciding when and how to [...]

Massachusetts Durable Power of Attorney and Estate Planning
December 28, 2017

Most people think of an [...]

2018 Changes that Impact Massachusetts Estate Planning
December 27, 2017

With each new year comes [...]

Estate Planning Is For Everyone
December 12, 2017

Many believe that estate planning [...]

3 Ways to Avoid Estate Taxes in Massachusetts
December 1, 2017

Everyone focuses on saving and [...]

Surviving Spouse Liability for Mortgage Debt in Massachusetts
November 17, 2017

A recent court case in [...]

Massachusetts Revocable Living Trusts
November 10, 2017

There are many types of [...]

MA Estate Planning for Children with Special Needs
November 7, 2017

If you have children with [...]

Hidden Benefit to Physician-Assisted Death Law
September 26, 2017

California’s new law to allow [...]

Spousal Election
September 25, 2017

A surviving spouse has the [...]

Estate Planning Mistakes
September 22, 2017

Some of the biggest estate [...]

Even without an Estate Tax, Trusts are Beneficial
September 21, 2017

Many people get trusts as [...]

Estate Planning With Few Assets
September 20, 2017

People who do not have [...]

Preparing for Alzheimer’s
September 15, 2017

Everyone needs to prepare for [...]

Before You Have a Baby
September 14, 2017

If you are expecting your [...]

Why You Should Fund a Trust
September 13, 2017

If you have a trust, [...]

Adapting Your Home for the Elderly
September 12, 2017

If you would like to [...]

Three Ways to Transfer Your Property at Death
September 8, 2017

There are three basic ways [...]

Planning for Incapacity
September 7, 2017

Estate Planning is typically associated [...]

Estate Planning is not just for the Rich
September 6, 2017

The myth that estate planning [...]

How to Avoid an Estate Planning Tragedy
September 5, 2017

I recently purchased a copy [...]

How Societies Can Grow Old Better
September 4, 2017

According to Jared Diamond “there’s an [...]

Update Your Estate Plan
September 1, 2017

If you do not continuously [...]

Estate Planning Is Important
August 31, 2017

You cannot merely tell your [...]

Trusts Are Cheaper Than Wills
August 30, 2017

If you are looking to [...]

Traveling Overseas
August 29, 2017

Before you go on a [...]

Gray Divorces
August 28, 2017

Estate Planning, Elder Law [...]

Talk to Your Spouse about Your Estate Plan
August 25, 2017

After your get an estate [...]

Take Health Care off the Mainframe
August 24, 2017

Eric Dishman makes a bold [...]

Getting Married
August 23, 2017

If you are getting married, [...]

Beneficiary Planning
August 22, 2017

When you first signed up [...]

Estate Planning and Retirement Planning
August 21, 2017

Estate planning and retirement planning [...]

Elder Law Estate Planning
August 18, 2017

Most of the time, estate [...]

Options Are Important When Inheriting an IRA
August 17, 2017

Americans hold a lot of [...]

Paying for Help at Home
August 16, 2017

Governing ran a recent story [...]

An Executor Is Powerful, So Choose Wisely
August 16, 2017

This key position determines if [...]

What Your Child Needs before Heading to College
August 8, 2017

It isn’t just money and [...]

You Need a Power of Attorney
August 7, 2017

No matter who you are [...]

Parents of High School Graduates
August 4, 2017

If you are the parent [...]

Filing a Claim Against an Estate
August 3, 2017

When a person passes away [...]

Yes, Estate Planning Is for You
August 2, 2017

No matter who you are, [...]

Can Alzheimer’s Disease Be Prevented?
August 1, 2017

Many think there’s no real [...]

Life Insurance Is Simple and Can Benefit Estate Plan
July 31, 2017

Estate and capital gains taxes [...]

Train Your Heirs
July 28, 2017

If you want your wealth [...]

Physician Assisted Suicide in California
July 27, 2017

Last year, the State of [...]

Medicaid Facts
July 24, 2017

Repeal of the Affordable Care [...]

Fiduciary Rule Confusion
July 21, 2017

The new fiduciary rule for [...]

Do You Need a Trust?
July 20, 2017

One of the biggest questions [...]

Does the Senate Bill Cut Medicaid?
July 19, 2017

Even though a vote over [...]

Major Social Security Raise Possible
July 17, 2017

Early signs indicate that Social [...]

ACA Repeal Vote Could Come Soon
July 11, 2017

Senate Republicans are planning to [...]

How Much to Leave Your Children?
July 10, 2017

There are two schools of [...]

Medicare Penalty Waived for Some
July 7, 2017

People who are eligible for [...]

Millennial Inheritance Expectations
July 6, 2017

Baby Boomer parents with millennial [...]

Tax Credits for Organ Donation
July 5, 2017

The state of New Jersey [...]

Forgotten Estate Taxes
July 4, 2017

Many people who think that [...]

How to Blow a Big Inheritance
June 30, 2017

It is often noted that [...]

Protect Your Assets with Estate Planning
June 29, 2017

There is possibly no greater blow [...]

Retiring in Your Home
June 27, 2017

Most people would prefer to [...]

Alan Thicke Estate Battle
June 26, 2017

Alan Thicke’s sons are fighting [...]

Take a Walk
June 23, 2017

Elderly people in the early [...]

A Happy Retirement Takes Planning
June 22, 2017

“Forget finances, you’ll never be [...]

Your Debt and Your Demise
June 21, 2017

Most Americans pass away owing [...]

Review your estate plan when you move across state lines
June 20, 2017

When you make a move [...]

Estate planning options for blended families
June 19, 2017

The dynamics of a blended [...]

Wealthy People Torn
June 15, 2017

Many wealthy people are torn [...]

Donor Advised Funds
June 14, 2017

There are many ways to [...]

Estate Tax Uncertainty
June 12, 2017

President Trump has made an [...]

Handling Death in the U.S.
June 9, 2017

Studies continue to show that [...]

How to change an irrevocable trust
June 7, 2017

When dealing with irrevocable trusts [...]

Beware the pitfalls of naming a minor as your beneficiary
June 6, 2017

A minor generally doesn’t have [...]

Do Not Put Your Will in the Bank
June 2, 2017

It is important to keep [...]

Just Living Together After 50
June 1, 2017

More and more elder Americans [...]

Treating Your Children Fairly
May 30, 2017

One of the biggest problems [...]

No Estate Tax Does not Mean no Estate Planning
May 29, 2017

With the release of President [...]

Trump’s Tax Plan
May 26, 2017

After much anticipation, President Trump [...]

John B’s Mistakes
May 24, 2017

A new podcast is a [...]

Mary Kills People
May 23, 2017

If you have ever wanted [...]

Social Security Myths
May 19, 2017

A recent survey found that [...]

Getting Upset Over Another’s Estate Plan
May 18, 2017

Sometimes when we hear about [...]

The Danger of Wills
May 17, 2017

It is easier to get [...]

Slayer Statute Limitations
May 11, 2017

Slayer statutes are designed to [...]

Sued for Saving Patients
May 10, 2017

The first instinct for doctors [...]

The Family Vacation Home
May 9, 2017

Many people have fond memories [...]

Avoiding probate
May 5, 2017

One of the most common [...]

Family Wealth Does Not Always Last
May 4, 2017

Even great amounts of family [...]

The Beauty of Wills
May 2, 2017

Wills might seem like a [...]

Estate Planning Prevents Family Fights
May 1, 2017

There are many reasons to [...]

The Trumps and Trusts
April 28, 2017

Trusts might be more of [...]

Finding the Right Nursing Home
April 26, 2017

Going into a nursing home [...]

Planning for a First Child
April 25, 2017

New parents have many possible [...]

Great news!
April 24, 2017

We are honored to announce [...]

A Good Time to Get an Estate Plan
April 20, 2017

While you are busy doing [...]

Tennessee’s Cowan Rule
April 19, 2017

In most states, to completely [...]

The Elderly Could Benefit From Autonomous Cars
April 18, 2017

Experts predict that in a [...]

Handling a Younger Boss
April 13, 2017

Americans are putting off retirement [...]

Offering Condolences
April 12, 2017

When someone you know passes [...]

Millennials Also Need Estate Plans
April 6, 2017

 Many articles are written about [...]

A Common Estate Planning Myth
April 5, 2017

People who do not have [...]

Assisted Living Facilities
April 4, 2017

Senior citizens who no longer [...]

Why We Procrastinate about Estate Planning
April 3, 2017

Unfortunately, a lot of people [...]

Hire the Right Attorney for Your Estate Plan
March 31, 2017

Most attorneys are specialists in [...]

IRS Audits Target the Wealthy
March 29, 2017

In 2017 it is expected [...]

How to pass on your home tax-free
March 27, 2017

Giving your house to your [...]

You Need More Than Just a Will
March 24, 2017

Most Americans do not have [...]

Retirement accounts: Tips for taxpayers turning 70 ½
March 23, 2017

It’s a big year for [...]

Spare Your Family
March 22, 2017

There are many reasons why [...]

Reverse Mortgages are Better Than They Used to Be
March 21, 2017

Reverse mortgages used to have [...]

Be Careful With I Love You Wills
March 17, 2017

Every February married couples express [...]

Mistrial Declared in Age Discrimination Case
March 16, 2017

An important age discrimination case [...]

Why Families Fight
March 15, 2017

Family battles over an estate [...]

Does Your Plan Need a Check-Up?
March 14, 2017

This 8-point checklist can help [...]

New law allows individuals to create special needs trusts
March 9, 2017

Buried in a new federal [...]

Our “Selecting the Best Estate Planning Strategies Guide” has been updated…
March 8, 2017

Our “Selecting the Best Estate [...]

Little Things can Be Costly
March 8, 2017

Improperly doing the little things [...]

Gifting to Children Can Be Done Incorrectly
March 7, 2017

As much as you might [...]

Funeral Rule Widely Ignored
March 6, 2017

A federal regulation is designed [...]

Digital Assets: Why They Need to Be Part of Your Estate Plan
March 2, 2017

What’s going to happen to [...]

Signing an Inheritance Away. It Happens
March 1, 2017

It is every parent’s worst [...]

Things that Caregivers Need to Do
February 28, 2017

If you are going to [...]

Changing Residence and Your Estate Plan
February 27, 2017

Every year thousands of wealthy [...]

Single? Estate planning is still essential
February 24, 2017

These days, more people are [...]

Have You Really Talked to Your Children About Your Finances?
February 22, 2017

For most estate plans to [...]

Advice on Personal Items
February 21, 2017

Most of the estate disputes [...]

What Is on People’s Minds When They Die?
February 17, 2017

When people are approaching death, [...]

Reasons to Change Your Estate Plan
February 16, 2017

Whenever you have significant changes [...]

Ask the Chinese If You Need a Will
February 15, 2017

If you think that you [...]

George Michael’s Estate
February 14, 2017

Singer George Michael died suddenly [...]

Student Loan Debt Is an Elder Law Issue
February 13, 2017

Student loans are often thought [...]

Millennials Should Pay Attention to Elder Law
February 10, 2017

The Millennial generation might still [...]

Suing Yourself on Behalf of an Estate
February 6, 2017

Estate executors and personal representatives [...]

Robotic Pets for Alzheimer’s Patients
February 2, 2017

Therapy animals have been used [...]

You Can Die From a Broken Heart
February 1, 2017

Debbie Reynolds passed away from [...]

Another Aspect of the Estate Tax Debate: Income Inequality
January 31, 2017

A new study in the [...]

Common Misconceptions about Living Trusts
January 27, 2017

People often hear things about [...]

Lesser Known Estate Planning Mistakes
January 26, 2017

Some celebrity estates are discussed [...]

Will Trump Kill the Estate Tax?
January 25, 2017

One of the biggest questions [...]

What is Estate Planning?
January 23, 2017

Believe it or not, you [...]

Be on the Lookout for Trust Scams
January 19, 2017

Unscrupulous companies employ salespeople to [...]

Family Estate Disputes Not Just about Money
January 18, 2017

It is well known that [...]

Estate Tax Could Be Early Test for President Trump
January 17, 2017

President-elect Donald Trump ran his [...]

Put Investments in Your Trust
January 13, 2017

Deciding what should go into [...]

Don’t wait until it’s too late to execute a power of attorney
January 10, 2017

A durable power of attorney [...]

Reviewing your revocable trust
January 9, 2017

It’s important to review a [...]

Valuation discounts for transfers in family businesses at risk
January 6, 2017

The ability to take valuation [...]

Survivorship life insurance good for estate planning
January 4, 2017

Survivorship life insurance (also known [...]

Estate Planning Is Not as Hard as You Think
January 3, 2017

Many people put off estate [...]

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    PODCASTS

    Can My Estate Plan Solve My Capital Gain Tax Issue?
    13. The Ins & Outs of Social Security
    12. Medicaid vs. Medicare – What’s the Difference
    11. How to Sell Your Home
    10. Tips on How to Buy a Pre-Owned Vehicle
    8. QLACs- A Way to Not Outlive Your Assets and Avoid Taking Required Minimum Distributions (RMDs)
    7. Preserving Wealth by Having Your Business Properly Insured
    6. Estate Tax Minimization Using Life Insurance Trusts
    5. Second Marriages and the Importance of Expressing Clear Intent in the Trust
    4. Preserving your family’s story and legacy
    3. The Great Balancing Act: Saving for College and Retirement
    1. What is Probate?
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