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In Most Cases, Equality Is Equitable

In Most Cases, Equality Is Equitable

It is obvious that dividing your property into equal shares is the best way to leave property to your children. That is the straightforward choice when all your children are doing equally well. But if not – if, for example,…

Plan Your Estate With a Letter of Instruction

Plan Your Estate With a Letter of Instruction

In any comprehensive estate plan, a letter of instruction (LOI) is an important component, whether you're starting from scratch or have an existing one. A letter of instruction can help your loved ones manage important information about you. A LOI…

Special Needs Trustee Selection

Special Needs Trustee Selection

Trusts set up for loved ones with disabilities are typically supervised by the grantor (the individual who creates and funds the trust). However, it is crucial to choose a successor trustee who will continue properly managing the SNT to benefit…

Plan Ahead When It Comes to Inheritances and Medicaid

Plan Ahead When It Comes to Inheritances and Medicaid

Medicaid and inheritances are tricky areas to navigate, and mistakes can cost you a lot of money. When a person is drawing Medicaid benefits and inherits money or property, that inheritance jeopardizes the benefits. The inheritance must be handled carefully…

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