Frequently Asked Questions

  • Should I give away assets to avoid estate taxes?

    Should I give away assets to avoid estat

    A lot of folks are concerned about whether they should give away assets to avoid estate tax....

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  • What is the difference between a special needs trust and a living trust?

    What is the difference between a special

    Well, they are both trusts. They are two types of trusts....

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  • Can I provide the use of assets without conveying ownership?

    Can I provide the use of assets without

    And one of our best answers for that is often a trust. A trust is a relationship. It's...

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  • Should I take social security retirement at age 62?

    Should I take social security retirement

    Age 62 is the earliest date that you're eligible to start drawing Social Security retirement if you've paid into the...

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  • Should I disinherit my special needs child to access public benefits?

    Should I disinherit my special needs chi

    That's a hard thing for parents to do and I tell them you don't have to do that. It's a...

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  • How much will Medicare pay for nursing home care?

    How much will Medicare pay for nursing h

    How much will Medicare pay for nursing home care? Unfortunately, not much....

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  • Should I have a will or a living trust?

    Should I have a will or a living trust?

    And it depends. It depends on each person's goals for their estate planning....

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  • Do gifts of property to children trigger taxes?

    Do gifts of property to children trigger

    Well, the answer is probably no, and here's why. If you deed property the to a child that's a...

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  • Is a living will the same as a living trust?

    Is a living will the same as a living tr

    The answer is no, a living will is a medical decision making document....

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  • Can I get a power of attorney form off the internet?

    Can I get a power of attorney form off t

    You can go to big-box office stores and get forms on disk, but that's a bad idea....

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  • How much do you charge for a simple will?

    How much do you charge for a simple will

    Well, it depends. A will is just written instructions about what happens with your stuff when you die. ...

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