July 28, 2025

Understanding Non-Probate Assets

Non-probate assets are assets that pass directly to a beneficiary upon a person’s death, bypassing the court-supervised probate process. These assets transfer based on legal mechanisms […]
July 28, 2025

Guardianship and Renting Out a Home

Guardianship is a legal arrangement in which a court appoints an individual—called a guardian—to manage the personal and/or financial affairs of someone who is unable to […]
July 28, 2025

Estate Planning and the Unified Gift Tax

Estate planning is the process of arranging for the management and distribution of a person’s assets after death. A central goal of estate planning is to […]
July 28, 2025

Medicaid and Second Home Ownership

Medicaid is a state and federally funded health care program designed to assist low-income individuals with medical expenses. To qualify, applicants must meet strict income and […]
July 15, 2025

Medicaid Estate Recovery: What It Is and Why It Matters

Medicaid Estate Recovery is a policy that allows state governments to recover costs paid for certain long-term care services from the estates of deceased Medicaid beneficiaries. […]
July 15, 2025

Estate Planning for Seniors: Protecting Assets and Ensuring Peace of Mind

Estate planning is an essential process for seniors seeking to protect their assets, minimize burdens on loved ones, and ensure their wishes are honored after death […]
July 15, 2025

Guardianship and Restricted Bank Accounts: Protecting Vulnerable Individuals

Guardianship is a legal arrangement where a court appoints an individual or organization—called a guardian—to make decisions for someone who is unable to manage their own […]
July 15, 2025

What Assets Go Through Probate

Probate is the legal process through which a deceased person’s estate is administered and their assets are distributed to heirs or beneficiaries. Not all assets go […]
July 15, 2025

The Role of an Attorney in Special Needs Trust Planning

An attorney plays a vital role in the creation and management of a Special Needs Trust (SNT), a legal tool designed to protect the financial future of […]