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Estate Planning Articles

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Six Ideas for Distributing an Estate's Personal Property in a Fair Way

Unlike money, personal belongings usually cannot be divided equally after their owner passes away.  For this reason, distributing items like furniture, jewelry, dishes, silverware, artwork, photographs or clothing is often the most difficult challenge in settling an estate. 

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Crummey Trusts: A Way to More Safely Give Gifts to Children

Many parents and grandparents want to pass their wealth to their children while they are still alive...

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So, You've Been Appointed Trustee of a Trust? Here Are 9 Do's and 1 Don't

Whether it's an honor or a burden (or both), you have been appointed trustee of a trust.

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Five Planning Pointers for Parents with Disabled Children

A parent is irreplaceable, but someone will have to fill in if the worst happens.

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ElderLaw 101

Gifts to Grandchildren

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.

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ElderLaw 101
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What Is a Trustee?

A trustee is the person or institution appointed to manage a trust.

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Next Steps: A Practical Guide to Planning for the Best Half of Your Life

The authors of a nationally syndicated newspaper column on elder law have written a book based on decades of experience helping people both on the page and in the elder law office.

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How Gifts Can Affect Medicaid Eligibility

We’ve all heard that it’s better to give than to receive, but if you think you might someday want to apply for Medicai...

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