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Jun 12

WHAT IS ELDER LAW?

By Jessica L. Estes

Ever wonder what “Elder Law” is?  Most people think that if you are 65 or older, it is called Elder Law and if you are younger than 65, it is called Estate Planning.  The real difference, though, is the focus of the representation.

Generally, the focus of estate planning is to make sure you have legal documents in place that provide the following: Read More

Feb 20

#TuesdayTips: Asset Preservation in 3 Easy Steps

By Jessica L. Estes

Asset preservation is simple; all it takes are three easy steps.  First, know the rules.  Second, know your predators.  Third, know your options.

There are two sets of rules: rules that apply during your lifetime and rules that apply after your death.  During your lifetime, your named financial and health care powers of attorney will be able to act for you with respect to your finances and medical/end- of-life decisions, respectively.  These are your rules.  If you do not have these powers of attorney, you should get them; otherwise, your loved ones will have to apply for legal guardianship of you.  Read More

Dec 12

#TuesdayTips: Charitable Remainder Trusts

It’s that time of year again… the hustle and bustle of the holidays are upon us!  If you are like me, you may still be searching for that perfect gift for everyone on your list.  Perhaps this year, as you make your list and check it twice, you may want to consider a charitable remainder trust.

A charitable remainder trust is an irrevocable trust that allows the donor, or anyone else you name, to receive each year either a fixed dollar amount from the trust or a percentage (at least 5%) of the value of the trust.  Read More

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