Let an Estate Planner “Overthink” Your Trust Plan
As the holiday season approaches, we are reminded of a funny story of when Elizabeth A. Anderson, Esq., was gifted a shirt last year that said,..
Continue ReadingAs the holiday season approaches, we are reminded of a funny story of when Elizabeth A. Anderson, Esq., was gifted a shirt last year that said,..
Continue ReadingIn our last installment we explored the concept of taking an “elective share” and an augmented estate. It is an incredibly complicated legal concept that most..
Continue ReadingThis article provides a broad overview of a surviving spouse’s rights to the estate of a deceased spouse. Whether spouses are in their first marriage or..
Continue ReadingIn our final installation, Elizabeth A. Anderson, Esq. and Mike Henley, MD, conclude their conversation on Medicaid and tackle the big issue of a Medicaid spend-down...
Continue ReadingElizabeth A. Anderson, Esq., a partner and co-owner of our firm, was recently interviewed by Mike Henley, MD, who is a regular contributor to the journal..
Continue ReadingThe concept of gifting comes up a lot in estate planning. Gifting can be a great tool. People often explore this option when they are trying..
Continue ReadingA Medical Power of Attorney is similar to the Financial Power of Attorney, but this document covers everything about your physical person. It covers not only..
Continue ReadingAt the end of 2021, the Internal Revenue Service (IRS) issued Rev. Proc. 2021-45 which provides inflation adjustments for sixty-two sections of the Internal Revenue Code..
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