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Monthly Archive for: "September, 2016"
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By James Fenchel
In Elder Law News
Posted September 23, 2016

What Is a Life Estate?

The phrase "life estate" often comes up in discussions of estate and Medicaid planning, but what exactly does it mean? A life estate is a form of joint ownership that allows one person to [...]

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By James Fenchel
In Elder Law News
Posted September 19, 2016

Life Insurance Can Still Play a Key Role As Part of an Estate Plan

Life insurance can be beneficial in replacing lost income for young families, but as people get older, it can also serve a purpose as part of an estate plan.

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By James Fenchel
In Elder Law News
Posted September 15, 2016

5 Things to Know to Reduce Your Tax on Capital Gains

The one tax you may be able to avoid or minimize most through planning is the tax on capital gains. Here's what you need to know to do such planning.

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By James Fenchel
In Elder Law News
Posted September 12, 2016

Execute a Power of Attorney Before It’s Too Late

A durable power of attorney is an extremely important estate planning tool, even more important than a will in many cases. But many people delay completing this vital estate [...]

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