Yoni Markhoff

June 15, 2026

Capital Gains and Step Up

Capital gains are the profits earned when an asset is sold for more than its original purchase price. Common assets that generate capital gains include stocks, […]
June 15, 2026

Lady Bird Deed

A Lady Bird deed (also called an enhanced life estate deed) allows a property owner to keep full control of real estate during their lifetime and automatically transfer it […]
May 10, 2026

Personal Services Contract

Medicaid planning is the process of arranging a person’s financial and legal affairs to help them qualify for Medicaid benefits while protecting certain assets. It is […]
May 10, 2026

Staged Distributions in Estate Planning

Estate planning and staged distribution are important tools used to manage and transfer wealth in a structured and responsible manner. Estate planning is the process of […]
May 10, 2026

Role of Guardian and Guardianship

Guardianship is a legal relationship in which a court appoints a person, known as a guardian, to make decisions for another individual who is unable to […]
May 10, 2026

Probate and Will Contests

Probate is the legal process through which a deceased person’s estate is administered and distributed under court supervision. During probate, the court validates the deceased person’s […]
May 10, 2026

Special Needs Trust and Repaying Family Members

A special needs trust (SNT) is a legal arrangement designed to provide financial support for individuals with disabilities without jeopardizing their eligibility for Medicaid or Supplemental […]
February 27, 2026

How a Qualified Income Trust Operates

A Qualified Income Trust (QIT), often called a Miller Trust, is a legal tool that helps individuals qualify for Medicaid long-term care benefits when their income […]
February 27, 2026

Estate Planning Funding a Trust

Trust funding is the process of transferring assets into a trust so that the trust legally owns and controls them according to its terms. Creating a […]