Frequently Asked Questions
Should I give away assets to avoid estate taxes?
A lot of folks are concerned about whether they should give away assets to avoid estate tax. ...
What is the difference between a special needs trust and a living trust?
What's the difference between a special-needs trust and a living trust? Well, they are both trusts....
Can I provide the use of assets without conveying ownership?
We've often had people ask, how can I provide money and resources for the care and needs of a spouse or a child or grandchild?...
Should I take social security retirement at age 62?
As you approach age 62 a lot of people wonder if they should take Social Security retirement at age 62....
Should I disinherit my special needs child to access public benefits?
Many parents who have disabled children have been told or they heard or read that they need to disinherit that child...
How much will Medicare pay for nursing home care?
I was recently asked, how much will Medicare pay for nursing home care for my mother? And I had to tell that person not much....
Should I have a will or a living trust?
We hear the question all the time, which should I have a will or a living trust?...
Do gifts of property to children trigger taxes?
One thing we hear often is, "if I deed my house or my property to my children they are going to have to pay taxes on it....
Is a living will the same as a living trust?
Is a living will the same thing as a living trust? We're often asked that question and the answer is no...
Can I get a power of attorney form off the internet?
Can I just get a power of attorney form off the Internet? A lot of folks wonder about that and I tell them...
How much do you charge for a simple will?
"One question we often get is, what did you charge for a simple will? Well, it depends....