Can You Leave Assets to Your Children in a “Quiet Trust?”
Trusts are great tools for leaving assets to your heirs while maintaining control over their access to those assets. In many cases, you would tell your beneficiaries that you have…
He Left Five of His Kids in Equal Ownership of Nine Businesses. What Could Go Wrong?
This is another extensive opinion with a lot to parse through. The basic facts are that, after the death of Wesley Gilbreath, his business interests were left to five of…
2022 Retirement Survey Reveals Expectations, Optimism
The 2022 Retirement Confidence Survey from the Employee Benefit Retirement Institute has been released. A key finding was that Americans remain optimistic about living a comfortable retirement. The findings are…
Daughter Has No Attorney-Client Relationship with the Attorneys Who Prepared Her Parents’ Estate Plan
The first question in any legal representation is "who is the client." Particularly in estate planning and elder law matters, it is imperative for the attorney to identify his client,…
CMS Declines to Reduce Medicare Part B for 2023
Medicare Part B premiums won’t be reduced this year, the government has announced. After being directed by Health and Human Services Secretary Xavier Becerra in January to reassess this year’s…
Judgment Liens Not Barred in Probate Without Notice
We have counseled many clients who have asked about probate, what it is, and how to avoid it. We have told them that probate is not necessary in order for…
Public Health Eligibility for Medicaid Extended To October 2022
States cannot terminate current Medicaid beneficiaries during the COVID-19 Public Health Emergency, which was set to expire on July 16, 2022. However, DMAS has previously agreed that the states will…
The Burden of Medical Debt in the US
In March 2022 the Kaiser Family Foundation released a report on medical debt in the US. Part of their findings: We find that 23 million people (nearly 1 in 10…
Take Care with Premarital Agreements
We have counseled a number of clients who planned to get married and wanted a premarital agreement drawn up. Such agreements can provide that assets and income of a spouse…
Half of Americans Take Early Withdrawal from Retirement Accounts
November 22, 2021 Michelle Fox@MFoxCNBC A majority of Americans have dipped into their retirement accounts before their golden years, a survey from Bankrate found. Fully 51% of those with the…
- Go to the previous page
- 1
- …
- 5
- 6
- 7
- 8
- 9
- 10
- 11
- …
- 16
- Go to the next page