Estate PlanninG
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Blog Posts in 2025

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  • 4 Key Questions to Shape Your Estate and Legacy Planning
    4 Key Questions to Shape Your Estate and Legacy Planning

    When beginning any type of planning, you usually start with some preliminary questions. Estate planning is no different. When you begin the process, your estate planning attorney will likely ask about ...

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  • Preserving Your Life Story and Core Values in Your Estate Plan
    Preserving Your Life Story and Core Values in Your Estate Plan

    You intend to pass along your hard-earned money and property through your estate plan, but what about your wisdom? Ensuring that you successfully pass all of this along may call for a family meeting ...

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  • CMS Issued New Guidelines Restricting Third Party Liability in Nursing Home Debt
    CMS Issued New Guidelines Restricting Third Party Liability in Nursing Home Debt

    SOURCE: https://canhr.org/ Federal regulations prohibit nursing homes from requesting a third-party guarantee as a condition of a resident’s admission or continued stay in the facility. See 42 U.S.C. ...

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  • Money Isn’t Everything: Passing Values and Stories Through Estate Planning
    Money Isn’t Everything: Passing Values and Stories Through Estate Planning

    Money and property may be the most discussed types of wealth that a person owns, but the riches of their experience and wisdom can mean even more to loved ones down the line. Reinforcement of family ...

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  • Why Joint Ownership Isn’t Always Best for Newlyweds
    Why Joint Ownership Isn’t Always Best for Newlyweds

    If you recently married or have been married for a while and have acquired additional money or property (or plan to), you have options regarding how your assets can be owned. Although joint ownership ...

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  • Legal Checklist for Newlyweds: Start Your Marriage on the Right Foot
    Legal Checklist for Newlyweds: Start Your Marriage on the Right Foot

    Your wedding day was absolutely perfect. You and your spouse went on your honeymoon and had the time of your lives. Now you are back and can breathe a sigh of relief as the years ahead unfold before ...

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