Yoni Markhoff

September 4, 2025

Estate Planning and the Unified Federal Tax Credit

  Estate planning is the process of arranging one’s financial affairs to ensure the smooth transfer of assets to heirs while minimizing taxes and legal complications. […]
September 4, 2025

Guardianship and Making Healthcare Decisions

Guardianship is a legal process in which a court appoints an individual, known as a guardian, to make decisions on behalf of another person who is […]
September 4, 2025

Funding a Self-Funded Special Needs Trust

  A self-funded special needs trust (SNT), sometimes called a “first-party” SNT, is a legal tool designed to hold assets belonging to a person with disabilities […]
September 4, 2025

Probate and Homestead Property

  Probate is the legal process through which a deceased person’s estate is administered, debts are settled, and assets are distributed to heirs. One unique consideration […]
August 12, 2025

Probate and Disinheriting Children

Probate is the legal process by which a deceased person’s will is validated, debts are settled, and assets are distributed to heirs or beneficiaries. When a […]
August 12, 2025

Guardianship and Selling Property

Guardianship is a legal relationship established by a court when an individual—referred to as the ward—is unable to manage their personal or financial affairs due to […]
August 12, 2025

Special Needs Trusts and Allowable Expenses

A Special Needs Trust (SNT) is a legal arrangement designed to benefit individuals with disabilities without jeopardizing their eligibility for needs-based government programs such as Supplemental […]
August 12, 2025

Properly Using a Qualified Income Trust

A Qualified Income Trust (QIT), also known as a Miller Trust, is a legal tool used to help individuals qualify for Medicaid long-term care benefits when […]
August 12, 2025

Estate Planning and Placing a Homestead into a Revocable Living Trust

Estate planning is the process of arranging the management and distribution of one’s assets in anticipation of incapacity or death. A well-structured estate plan ensures that […]