Category Archives for Estate Planning

Estate Planning Is Not Just Tax Planning

Estate Planning Is Not Just Tax Planning

As April 15 approaches following massive changes in the tax laws with the Tax Cuts and Jobs Act, one consistent thought follows. Over the years as the tax code changes both for estates and individuals and corporations, proper planning considers not just taxes but the ultimate goals of the taxpayer whoever that taxpayer might be. […]

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Why Revocable or Irrevocable Trusts for Estate Planning

trust estate planning

In dealing with Medicaid structuring and estate planning, I am often asked whether a trust could be the answer. Trusts are not an easy subject to understand.  Even with right answers, changes in laws, regulations and Court decisions could change the answer. Here are some ideas. Revocable (Living) Trusts.  A revocable trust can be changed […]

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