People often wonder about the value of using irrevocable trusts in Medicaid planning. Certainly gifting of assets can be done outright, not involving an irrevocable trust. Outright gifts have the advantages of being simple to do with minimal costs involved, including...
Helping You Protect Your Loved Ones And Your Legacy
Personal Family Lawyer
Furry Family
Well, it’s official: Our adopted black kitties are members of the family without prejudice. You may remember my telling you when Karen and I brought them home. They are really cute and provide us a lot of entertainment and, of course, love. (Did you know it’s been...
Pets Are People, Too!
If one were to believe for a second that pets are not important, they might consider the impact owners’ love for their furry friends have on the US economy: Over $35 BILLION spent on grooming, healthcare, shelter, food, etc. To put it in perspective: According to the...
Avoid these 10 Common Estate Planning Mistakes
As a Personal Estate Planning Lawyer, I see many of the same estate planning mistakes made time and again by people who either fail to plan properly or who use “do-it-yourself” estate planning websites or forms in an effort to save money. Without professional...
Who Cares For Ya, Baby? (Client Care Program Information)
If you are too young to remember Kojak’s (Telly Savalas’ tv series) famous line, “Who loves ya, Baby?” then, you may not get my question, but no matter.. . It’s a quote just too fitting for me to let you know about our improved Client Care Membership Program. (It’s...
What An Estate Planning Attorney Does (aka “Some Things I Did This Month”)
1. Help two different clients get ready to sell a home through probate due to their family or friends who didn’t have a plan in place. Reviewed contracts, title searches, and met with brokers.2. Work with at least half a dozen families to deal with assets after a...
When Tragedy Hits Close To Home…
On May 2, I was presented the sad news that one of my assistant’s mother, a widow for many years, has passed away. B. is grief stricken, of course, but there are a few circumstances surrounding her mother’s death that are especially hard on her and her siblings. On...
Estate Planning is more than who gets what at death
–Written by Gerry Kane Beyond the Allocation of Assets Estate planning is about much more than just deciding who gets what in the event of your death. It’s also about avoiding unnecessary taxes, and in the event that you have minor children, making sure that custody...
What Is A Personal Family Lawyer (by Alexis Martin Neely)
A Personal Family Lawyer® is a trusted advisor who helps you to make the very best personal, financial, legal and business decisions for your family throughout your lifetime and is there to guide your loved ones when you can’t be. Back in the day, before lawyers...
What Does It Mean To Have Your Own Personal Family Lawyer?
Since I started practicing law about 15 years ago, I knew that this was my calling. I wanted to help families with the most important decisions they could make regarding protecting their family in the event of the unthinkable, and I took great satisfaction from...
