LAW LIBRARY > Estates

Medicaid Planning Update
While a few key provisions of a recently enacted Medicaid law make planning more difficult, some planning opportunities still exist. As with the prior rules, it is essential to plan ahead. (more)

A Primer on the Charitable Remainder Trust
A charitable remainder trust, or "CRT," is a trust established by an individual to provide someone of his or her choosing (usually him or herself or a family member) with current income, followed by a gift of property to a charity of his or her choice. (more)

Time to Review your Estate Plan?
We are often asked how often an estate plan should be reviewed and/or updated. (more)

Naming your Revocable Living Trust as an IRA Beneficiary
Retirement planning and estate planning often conflict with each other. Often times, a recommended retirement plan has adverse estate tax consequences. (more)

Estate Planning for Retirement Benefits
The Internal Revenue Service recently issued proposed regulations pertaining to required minimum distributions from qualified retirement plans, individual retirement accounts. (more)

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