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COVID-19 Our New Office Procedures as of March 15, 2020

COVID – 19 – Our Firm’s Response and New Procedures as of March 15, 2020  The Estate Planner’s mission is to help people protect themselves, their loved ones and their legacy with Estate Plans and Elder Law plans specifically tailored…

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Estate Planning - Living Trust or Will.

What’s the Difference Between a Will and a Trust?

When it comes to protecting yourself, your loved ones and your legacy – having an estate plan is essential.  The question is – what is the right estate plan for you and your family?  Typically, estate plans are Will- or…

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A couple sitting on a couch talking to a real estate agent.

The SECURE Act – Major Changes to Retirement Planning

The SECURE Act (which stands for Setting Every Community Up for Retirement Enhancement) went into effect yesterday - January 1, 2020. For estate planning purposes, the most significant change is the elimination of the “stretch” provisions in favor of a…

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A woman's hands holding a pink gift box.

The Risk of Medicaid and Gift-Giving

Many seniors enjoy the opportunity to be generous to their children by gifting them monetarily. In certain circumstances, however, there is a real concern that people who may be in need of long-term nursing care in the near future should…

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A young man hugging an elderly woman.

Memory Care Planning for Alzheimer’s Patients

Alzheimer’s is a chronic neurodegenerative disease typically with a long pre-clinical phase which gradually worsens. Initial symptoms are often mistaken for normal aging and include problems with language, mood swings, disorientation, loss of motivation, poor self-care and behavioral issues. There…

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A couple sitting on a couch talking to a real estate agent.

What Kind of Trust Do I Need?

This is a common question we hear. Read on for information to help figure out whether you need a trust and, if so, what kind fits your specific situation. For example, maybe you have a disabled child and you want…

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