June 15, 2026

Pooled Trust

A Pooled Trust is primarily used when the individual is over the age of 65 and is receiving an inheritance or personal injury settlement, and is […]
June 15, 2026

Will Contest in Probate

A will contest is a legal challenge to the validity of a deceased person’s will during the probate process. Probate is the court-supervised procedure used to […]
June 15, 2026

Guardianship and Financial Exploitation

Guardianship is a legal process in which a court appoints an individual, known as a guardian, to make personal, medical, or financial decisions for a person […]
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 […]