Category: Estate Planning

Promissory Notes and Medicaid Planning

Medicaid planning is often a complex process aimed at preserving a person’s assets while qualifying…

Watch Out for These Potential Problems with Life Estates

Life estates can be an excellent tool for Medicaid planning, probate avoidance and tax efficiency,…

Estate planning tips for new and expecting parents

Expecting parents and new parents frequently have many discussions about the futures of their children.…

Do You Have A Social Media Will?

Published in the Ferndale Patch By Mera McKenna (Patch Staff) – January 24, 2017 4:00…

What if estate planning benefited you now and later?

Many people delay writing a will. Perhaps it’s due to fear of the unknown, or…

What will happen to your digital afterlife?

In past generations, family members, fiduciaries and other individuals often had to scour through safe-deposit…