Elder Counsel
Understanding Grantor-Retained Income Trusts
Many people seek strategies for wealth transfer and estate planning that preserve their assets and allow them to reap financial benefits while…
Social Security and Social Security Disability Insurance Medical Qualifications
Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) both require medical determination. Still, there are some differences in the eligibility…
An Overview of Estate Taxes
Estate taxes are imposed in the US on assets transferred from a deceased individual’s estate to his or her heirs. An estate…
Choosing to Do Your Own Estate Planning Can be Risky
You may think creating your estate plan with do-it-yourself documents will save you cash. However, it can be costly in the end,…
Your Children and Inheritance Conversations
You can influence your adult children’s decision-making process by managing expectations regarding their inheritances as they form their financial plans and knowing…
The Wealth Transfer Strategy
Assets or wealth are transferred from one person or entity to another via wealth transfer. The transfer can happen either during your…
A Guide to Elder Law and Technology for Seniors
As a result of technological advancements in self-monitoring medical devices, telehealth, and smart homes, many aging Americans are able to live in…
Death With a Will versus Death Without a Will
We don’t want to think about death, especially our own death. Add to that the question of what will happen to our…
A Medicaid Planning Strategy with an Elder Law Attorney
Low-income individuals and families can receive health insurance through Medicaid. However, Medicaid planning has become a growing trend among individuals with higher…
Planning for the Future of a Farm or Ranch
Estate planning and succession planning for farm and ranch real estate, livestock, equipment, and other personal property presents unique challenges. There is…