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Estate PlanninG

Blog Posts in 2016

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  • The Trump Presidency & Your Estate
    The Trump Presidency & Your Estate

    Last month's election of Donald Trump and Republican majorities in both our Senate and our House of Representatives have raised a number of significant financial uncertainties for some Americans-- ...

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  • Nursing Homes and What You Need to Know About Admission Agreements
    Nursing Homes and What You Need to Know About Admission Agreements

    Putting a love one in a nursing home is very difficult. When I had to place my Mom in a facility I cried the whole way. The last thing you need when you get there is to be bombarded with paperwork and ...

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  • Be Careful When Signing Nursing Home Arbitration Agreements
    Be Careful When Signing Nursing Home Arbitration Agreements

    You hear about nursing homes in connection with abuse and neglect all the time. So if you are putting a loved one in a home, be careful not to get trapped into signing an arbitration agreement. ...

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  • What are Continuing Care Retirement Communities [CCRC]?
    What are Continuing Care Retirement Communities [CCRC]?

    Continuing Care Retirement Communities or CCRCs, are retirement communities with accommodations for independent living , assisted living , and nursing home care , offering residents a continuum of ...

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  • What is Portability?
    What is Portability?

    Portability was added to the Job Creation Act of 2010 to allow the estate of a decedent who is survived by a spouse to make a “portability election” to allow the surviving spouse to apply the Deceased ...

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  • The QTIP Trust
    The QTIP Trust

    Estate planning requires special attention in a second marriage when one of the spouses has more assets than the other. One of the tools to help couples in this situation is the QTIP Trust or ...

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