Archive for the Legal Information Category

Contrary to popular belief, family members do not have an automatic right to make decisions for an incompetent person. A Guardianship is a court proceeding in which the Court appoints a person to manage the affairs of a person who is incompetent or unable to handle their […]

It is well established that living trusts are a good estate planning vehicle. Living Trusts can be used to achieve most of your estate planning goals. Trusts can be used to minimize estate and income taxes, avoid probate, and protect assets from Long Term Care Expenses such […]

Gifting assets to your grandchildren can do more than help your descendants get a good start in life; it can also reduce the size of your estate and the tax that will be due upon your death. Perhaps the simplest approach to gifting is to give the […]

Anytime you sell real property, you will incur closing costs. In this article I will try to briefly outline these costs. Closing costs should not be confused with Capital Gains Taxes, which are income taxes payable by a seller based on the seller’s profit and are reportable […]

Our main goal is to protect the wishes and assets of senior citizens. We ask that you trust us, a family owned business, to help you feel safe and protected with your assets that you worked so hard to get.

In our digital age, many people are attempting to do their Last Will and Testament online or through a Do It Yourself (DIY) service. Unfortunately, the simple “fill in the blank” approach of online Wills is usually not the best way to protect your family and beneficiaries. […]

For many of us, our homes are our most valuable asset. Therefore, when planning to protect your assets, there is often a question as to “how to protect” your home. As a general matter, the use of an Irrevocable Trust is often the more comprehensive option than […]

One common misconception is that a person going to a Nursing Home must give all their assets to the nursing home. In most cases, one can save all or at least a good portion of their assets with some planning, even if they are already going into […]

One of the most overlooked areas of estate planning occurs when a person owns a house and has children who live with them at the time of their death. If you have a child (or children) who live in your home with you, then you should carefully […]

While is important to have a Will and related Estate documents, it is equally important to review and update any existing Wills you may have to ensure that they correctly reflect your wishes. It is especially important to re-visit your Wills after certain life events occur either […]