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Estate Planning Basics Part 2: Transfer of Wealth

This is part 2 of a three-part series of blogs on the basics of Estate Planning. Broadly speaking, the goal

Estate Planning Basics Part 1: Incapacity

With the next three blogs, we will review the basics of Estate Planning. We understand that many people look at

Observation Status Update

The United States District Court, Western District of New York has ruled that a hospital stay does not have to

When is a Hospital Stay Not a Hospital Stay ?

Many of you may know the answer to this question from experience, but for those of you who do not:

When You Are Not the Client

If you have finally convinced your parents to come with you to meet an attorney and get their ‘affairs in

Our Resources Will Help You Share Your Plans

You’ve done it! You finally have a solid Estate Plan. Now you need to talk about it, but you may

Professional Help Can Un-Sandwich the Sandwich Generation

If you are taking care of your kids all day and taking care of your parents in your spare time,

Understanding the Medicaid Lookback

If you are investigating the idea of creating an estate plan, you have probably come across the phrase ‘Medicaid lookback’

The Generous Grandparent

  We consult with many couples who, through hard work and careful spending, have estates which allow them to help

Understanding ABLE Accounts and Special Needs Trusts

If you are caring for a loved one with special needs, you have probably heard about a new way to