If your loved one has a mental or physical disability, a special needs trust can help both of you navigate complex government benefits and requirements and ensure financial stability. A
“Elder law” is a huge practice area that encompasses a variety of critical issues, like comprehensive estate plans, financial management, short-term and long-term healthcare options, adult guardianship, and conservatorship. The
Many of our clients understand the need to have a basic will in place, but they are unsure about other tools that may empower them to soundly protect their estate
When setting up a revocable trust, you need to be diligent about asset transfers, beneficiary designations and funding formulas. Failure to complete certain steps can prevent the trust from acting
You may already be familiar with the idea of setting an “in case of emergency” contact that displays on the lock screen of your phone to let emergency personnel know
Resist the urge to avoid naming a guardian as part of your estate plan simply because it’s not easy to imagine someone else raising your children. If you don’t, you
An Irrevocable Life Insurance Trust (ILIT) has long been a fundamental tool for managing federal estate tax liabilities. But with a sizable increase in the federal estate tax exclusion, some
It’s one of the most frequently asked questions we hear at KLG Estate Planning & Probate Attorneys: How can I minimize estate taxes? The good news is that there are
In a world where baby boomers are retiring at a rate of 10,000 per day, in the coming decades, tens of billions of dollars in assets will be transferred from
Estate planners have been watching Congress closely, waiting to see what will happen with the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The legislation, designed to boost Americans’
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