fbpx
Schedule A Consultation
three siblings, brothers smiling, shared power of attorney in texas

Pros and Cons of having more than one Agent under a Financial Power of Attorney

Leave a Comment / Power of Attorney, Trustees / By /

Wondering whether you can name more than one individual as agent in your power of attorney (POA)? Worried you’ll make the wrong choice? This article contains all the information you need to make an informed decision about when shared agency is useful and how to use it properly.  Definition of agent or attorney-in-fact:  Principal The …

Pros and Cons of having more than one Agent under a Financial Power of Attorney Read More »

Disadvantages of Dying without a Will

Leave a Comment / Estate Administration, Probate, Wills & Trusts / By /

What Happens if You Die Without a Will? If you die without a will, it won’t be your problem; it’ll be everyone else’s! Dying without a will is also known as dying “intestate.” It could mean that rather than leaving your heirs an estate, they inherit an expensive and confusing headache. Three Steps to Decide …

Disadvantages of Dying without a Will Read More »

Revisiting Jimmo v. Sebelius and the “Improvement Standard” for Medicare Coverage

Leave a Comment / Nursing Homes / By /

If you or a loved one has been receiving Medicare to pay for skilled nursing or therapy care and Medicare suddenly stopped paying, you may want to appeal that decision.  The wrong standard may have been applied to your case. JIMMO MEDICARE SETTLEMENT AGREEMENT In 2013, the Jimmo Settlement Agreement had a profound impact on …

Revisiting Jimmo v. Sebelius and the “Improvement Standard” for Medicare Coverage Read More »

So the Estate and Gift Tax has doubled – does that mean anything for you?

Leave a Comment / Beneficiaries, Estate Planning, Taxes / By /

The Tax Cut and Jobs Act of 2017 has doubled the Federal Estate and Gift Tax exemption amount from $5.6 million to $11.2 million (2018 numbers).  This means that if you are married, under portability rules, you and your spouse have a $22.4 million federal estate tax exemption (at least through 2026).  Many people may …

So the Estate and Gift Tax has doubled – does that mean anything for you? Read More »

How Are You Thinking About Long-Term Care Costs in Estate Planning

Leave a Comment / Estate Planning, Medicaid, Nursing Homes / By /

Long Term Care Payment Options Continue to be Limited The Wall Street Journal continues to report on the struggles of the long term care insurance market.  Why is this important?  Long term care insurance was viewed as the middle class solution to affording long term care.  Without long term care insurance, options are limited for …

How Are You Thinking About Long-Term Care Costs in Estate Planning Read More »

Individuals You Need to Consider Naming in Your Estate Plan

Leave a Comment / Beneficiaries, Estate Planning, Guardianship, Power of Attorney, Trustees, Wills & Trusts / By /

Overview An estate plan asks the client to name individuals for a variety of responsibilities – responsibilities that differ from one another and may lead the client to determine that more than one person is best suited to fill each of these roles. Executor/Trustee For the client The executor of a will is responsible for …

Individuals You Need to Consider Naming in Your Estate Plan Read More »

Scroll to Top