Considering Medicaid Asset Protection Trusts?

Medicaid Asset Protection Trusts (MAPTs) are a strategic way to qualify for Medicaid benefits and to preserve your assets. This blog explores how MAPTs work and their benefits.

April 1, 2024

The Complexities of Co-Owning a Vacation Home

Explore the benefits and challenges of co-owning a vacation home, and how an estate planning attorney can help prevent potential disputes.

March 26, 2024

Adjustment in Cost Basis is a Crucial Tax Consideration

The adjustment in basis is a crucial tax consideration–what can it mean for you?

January 24, 2024

Retirement Planning Mistakes to Avoid

Planning for your golden years is no small feat. A robust retirement plan is a treasure map to comfort and security in your later life. However, the road to a stress-free retirement is often littered with potential mistakes. Identifying common retirement planning mistakes and knowing the mistakes to avoid can save future retirees from headaches and financial instability. Are You Underestimating Health Care Expenses When Your Retire? One retirement mistake made often is underestimating health care costs. It’s easy to overlook long-term care and other health expenses, especially if you’re currently in good health. However, healthcare expenses can deplete your…

November 21, 2023

RLT can Help with Planning for Incapacity

While physical disabilities may not impact a client’s ability to manage their own assets, mental illnesses and age-related cognitive impairment can eventually lead to incapacitation and the inability to manage their own assets.

November 14, 2023

Strategies to minimize Taxes on Trusts

Trust distributions might be taxable, with the tax liability potentially varying based on factors, such as the type of trust, the kind of distributions and a beneficiary’s tax bracket.

October 25, 2023