People regularly ask "how do I plan for my loved one with special needs." There are two ways. First, you…
At the Elder Law Practice, we don't assume everyone needs a trust. We tend to ask a lot of questions…
On March 11, 2025, my father, James L. McGuffey passed from this life. The greatest thing I can say about…
Qualified Income Trusts (also known as Miller Trusts or a QIT) are necessary when the Medicaid applicant has more gross…
Trusts, like everyone else, pay taxes when they earn income or sell capital assets for a profit. The tax liability,…
People often visit us and ask about using a trust to protect assets in the event they go to a…
Last year we wrote about qualified longevity annuity contracts, sometimes referred to as QLACs. On July 19, 2024, the IRS…
People regularly ask us whether they should use a trust to protect assets in case they go to a nursing…
We haven't posted much lately because we've been busier than a one-armed paper-hanger, but we did want to let our…
The following video clips are from Berkshire Hathaway Annual Meetings where Warren Buffett fielded questions regarding estate planning: 2013 Annual…