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Estate Planning Articles

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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The Ethical Will: Making Room for Your Voice

In medieval times, Jewish men wrote letters to their sons, passing on guidelines for living a worthy life.

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Even Annual Exclusion Gifts Are Counted by Medicaid

Many people believe that if they give away an amount equal to the annual gift tax exclusion -- which is currently $14,000 to any one individual -- this gift will be exempted from Medicaid's five-year look-back at transfers that could trigger a waiting period for benefits.  Nothing could be further from the truth. 

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Things to Remember at Tax Time

Tax day is fast approaching and you want to make sure you're taking advantage of all the deductions you're entitled to.

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How Will the Debt-Limit Deal Affect Seniors?

Congress has agreed to allow the President to raise the debt ceiling in exchange for $2.4 trillion in budget cuts over 10 years ..

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Amy Winehouse's Death Illustrates the Importance of a Will

Amy Winehouse had many ups and downs during her short life, but it appears she had the foresight to leave behind an ...

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How to Make Changes to Your Will

As life circumstances change (births, marriages, divorces, and deaths), it may become necessary to make changes to your will. 

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