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Watching Your Back
Greenwald Weiss- Estate Planning Practical Pointers
read moreWalking Mom and Dad Home
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read moreWhat Are the House Ownership Options When Parents and Adult Children Live Together?
Increasingly, several generations of American families are living together. These multi-generational living arrangements present legal and financial challenges around home ownership.
read moreWhat You Can’t Do With a Will
While a will is one of the most important estate planning documents you can have, there are things that it won’t cover. A will is just one part of a comprehensive estate plan.
read moreUsing Estate Planning to Prepare for Medicaid
Long-term care involves not only a loss of personal autonomy; it also comes at a tremendous financial price. Proper planning can help your family prepare for the financial toll and protect assets for future generations.
read moreFive Reasons to Have a Will
Your will is a legally-binding statement directing who will receive your property at your death. Why should you have a will? Here are some reasons.
read moreCredit Shelter Trusts Aren't Just for the Super Wealthy
Credit shelter trusts are a way to take full advantage of state and federal estate tax exemptions. Although such trusts may appear needless unless you are a multi-millionaire, there are still reasons to create them.
read moreThe Attorney's Role in Medicaid Planning
Do you need an attorney for even “simple” Medicaid planning? This depends on your situation, but in most cases, the prudent answer would be “yes.”
read moreWatch Out for These Potential Problems with Life Estates
Life estates can be an excellent tool for Medicaid planning, probate avoidance and tax efficiency, but there are potential problems to look out for.
read moreAbility to Withdraw Money Early from Retirement Plan Without Penalty Expires at the End of the Year
If you are experiencing financial hardship due to the coronavirus pandemic, you may want to consider withdrawing money from your retirement account while you still can. The special exemption allowing early withdrawals without a penalty ends soon.
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