Lifetime planning for you and your family
When a person who has a Last Will and Testament dies with assets titled in his/her name alone, the Will normally must be submitted to the Court in a proceeding is known as “Probate.” As part of the Probate of the Will, the Witnesses who watched the execution of the...
Wills are generally thought of as a document to designate where your life savings should be distributed at the time of your death. Another important purpose for a Last Will and Testament is to designate a Guardian of your minor children. You should also consider...
Under the Medicaid transfer penalty rules, any transfers made within five years from the date of the Medicaid application will be presumed by the Medicaid Agency to have been made for the purpose of depleting assets to qualify for Medicaid and subject to a transfer...
A Health Care Proxy is a legal document in New York State which allows you to appoint someone to make health care decisions on your behalf if you lose the ability to make decisions for yourself. New York state provides a standard form in the law. This standard form is...
In 2002, a woman in Virginia transferred a portion of her life savings to her daughter for the specific purpose of protecting her assets in case she ever needed nursing home care. The daughter later filed for bankruptcy. The Bankruptcy Trustee demanded that the...
Basic Estate Planning
Trust Planning
Medicaid Planning And MedicaidApplications
Planning For Individuals With Disabilities
Probate And EstateAdministration
