The Estate Planning & Elder Law Blog - Our Attorney Articles

I’m a Survivor . . . and Now I Have...

Many married couples share almost everything, including finances. This may be reflected in their estate plan by using one joint living trust...

Testamentary Trusts: The Best of Both Worlds?

You have several different options when it comes to creating the right estate plan. Some people believe that a revocable living trust...

What Is the “Last Surviving Spouse Rule”?

Estate planning can be a significant part of successful financial management, especially for married couples. One key consideration is minimizing estate taxes,...

2024 Standard Protections for Spouses of Medicaid Applicants

Each fall, the Centers for Medicare & Medicaid Services (CMS) renews the federal guidelines that seek to protect individuals whose spouses are...

Protecting Your House After You Move into a Nursing Home

When people start thinking about aging and the looming potential for needing long-term nursing care that comes along with it, one of...

3 Examples of When an Irrevocable Trust Can—and Should—Be Modified

A frequently asked question that we receive is: "Can you change an irrevocable trust?" You may be surprised to find out that...

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