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Estate Planning Reports

WHAT YOU NEED TO KNOW ABOUT CLOSING THE RACIAL WEALTH GAP
Despite the fact that America has long been known as the “Land of Opportunity,” the reality is that Black Americans and other ethnic minority groups have operated at a disadvantage when it comes to building wealth. That disadvantage stems primarily from what is referred to as the “generational wealth gap.”…

PEACE OF MIND: PLANNING FOR ALL OF LIFE’S CONTINGENCIES
We have far more to gain than to lose by sitting down in advance to plan for every contingency life may throw at us. To help you begin this important process, here are the essential items that should be on your list of basic estate planning objectives…

KEEPING UP WITH THE EVER-CHANGING ESTATE TAX
While today’s tax law provides for a substantial exclusion, we do not know what the tax law might be in the future. Just as easily as Congress passed prior laws, it could pass another law that changes the exclusion again, or otherwise upsets the apple cart that is your estate plan…

THE TROUBLE WITH JOINT TENANCY
What all too many Americans unfortunately overlook is the fact that Joint Tenancy only temporarily avoids probate. It also brings with it a slew of problems that more than make up for any short-term convenience it provides…

MEDICAID PLANNING FOR MARRIED COUPLES: SOLUTIONS TO PAYING FOR NURSING HOME CARE
The decision to move a spouse or a parent into a nursing home is never easy. In fact, it is a choice that many families dread having to make…

GAY & LESBIAN COUPLES FACE SPECIAL CHALLENGES IN ESTATE PLANNING 
The last thirty years have seen breathtaking changes on the way to marriage equality. For decades, attorneys have stressed that lack of marriage equality meant that LGBT couples had an especially critical need for an estate plan…

PAYING FOR NURSING HOME CARE: A GUIDE TO MEDICAID PLANNING
The decision to place a loved one in a nursing home is often accompanied by an incredible amount of anxiety and stress…

SET THE STAGE FOR MEDICAID ELIGIBILITY
Incapacity planning is a broad area of law that covers how you are cared for if you become physically or mentally unable to care for yourself. The type of care could range from simple tasks like buying groceries, paying bills, and handling financial matters to more important decisions such as selling real estate or gifting assets to your children…

LIVING TRUSTS CALCULATING THE BENEFITS
Chances are you’ve already heard a lot about the attributes of Living Trusts: avoiding probate and legal quagmires, sometimes lowering estate and/or income taxes and protecting privacy. Yet it’s also important to receive solid estate planning guidance before making final decisions, and to carefully weigh the benefits and potential drawbacks…

CREATING A LASTING LEGACY
If you’re like most people you probably just want an estate plan to give your estate to whom you want, when you want and how you want. You don’t want to become a lawyer and figure out how to make all this happen…

ARE YOUR BANK ACCOUNTS SAFE?
Are you concerned about the safety of your bank accounts? If so, your fears are justified. But there’s also good news. With proper planning you can protect your assets – even if you have considerable assets…

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