Our Estate Planning Blog

Deed In Trust

Common Errors With Trust Deeds

You should go to an estate planning attorney to sort things out and make sure both of you are on the same page about who owns what, who gets to stay where and for how long into the future.

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Choosing IRA beneficiaries

Choosing IRA Beneficiaries

If you have an individual retirement account, do you recall filling out a beneficiary designation form? That’s the document that allows you to direct the IRA custodian to transfer your IRA to the people you name in the form.

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Medicaid Myths

The Myth of Medicaid “Strategies”

If you are single or are a widow or widower and will likely never return home after moving into a Medicaid certified nursing home, the house can be sold, and planning might be done with the proceeds of the sale.

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