Ask The Pros
Relevant answers to the most common questions about estate planning and elder law.
Estate Planning
Can We Do an Estate Plan From Home?
Justin, with everything going on in the world these days, my wife and I are ready to get our estate plan in order. We especially …
Estate Planning
What Is A Supplemental Needs Trust?
James, my son David has Down syndrome and my husband, and I are concerned about planning for his care once we are gone. What should …
Medicaid Benefits
What Are My In-Home Care Options?
James, My husband needs help around the house every day with things like bathing and going to the bathroom. I am able to do most …
Probate
Does A Power of Attorney Avoid Probate?
Melissa, last year Mom named me her Agent under a Power of Attorney, yet she still has not done a Trust or Will. Is the …
Medicaid Benefits
What Are my In-Home Care Options?
James, my husband needs help around the house every day with things like bathing and going to the bathroom. I am able to do most …
Tax Considerations
What About Death Taxes?
Lindsey, How do I protect my family when I pass away so that all my money won’t go to pay death taxes? – Keisha Keisha, …
Asset Protection
Can I Disinherit My Spouse?
Melissa, my wife and I have always kept our finances separate. She has plenty of money and doesn’t need anything from me, so when I …
Estate Planning
What Types Of Trust Are Out There?
James, I was talking with a friend at church she and her husband just made a family Trust. Is that different from a living trust? …
Probate
How Can We Keep This Out of Probate?
Justin, my dad recently passed away, and my mom has been hit with a surprise that we don’t know how to handle. She recently received …
Asset Protection
What If It’s Just Us?
Lindsey, my wife and I don’t have any children? Who will receive our assets once we are gone? – Jared Jared, if you have a …
