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June 9, 2015
Making a Charitable Gift in Your Estate Plan
Making a gift to a charity in your estate plan is a wonderful way to give back. Today’s blog post will talk about the basics of
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August 17, 2011
Lessons for Trustees and Beneficiaries Part I – What is a Trust and Who Has to Know About it?
What is a Trust? A Trust is a legal document that sets out the rules for the transfer of property (Ie. When the property will be
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February 17, 2011
When Attempts to Avoid Probate Go Very Wrong
Probate is seen by most as a very negative process and one to be avoided at all cost. Probate is not the big, bad wolf, it
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November 3, 2009
Using an Irrevocable Trust to Plan for Medicaid
There are many Medicaid planning strategies designed to transfer assets without incurring a penalty. (See http://www.perlalaw.com/blog/personal-caregiver-agreement/). This blog will explore many of these strategies. One such
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