Category: Estate Planning

• Law Day Reflections:

  The Rule of Law and the Erosion of Agreement from the Perspective of a Real Estate Attorney Every year on May 1st, America observes Law Day — a national day to recognize the role of law in the foundation of our country and the critical role it continues to play in safeguarding freedom, justice, and…

  Esquire

  May 1, 2025

  Briefs, Business Law, Elder Law, Landlord-Tenant Law, Real Estate Law, Social Justice

  Business Law, civil law, civil rights, Elder Law, Housing Law, human rights, justice, justice for all, Landlord, Law Day, legal briefs, Legal Obligations, legal rights, May 1, May Day, Real Estate Law, Rule of Law, WA Landlord, washington small business

• Guardianship and Medicaid: A Guide to Home Transfers

  

  This article outlines strategies for protecting a parent’s home from Medicaid estate recovery when nursing home care is required. Key methods include transferring the home before applying for Medicaid, obtaining guardianship for incapacitated parents, utilizing the Caregiver Exemption, and applying for a Hardship Waiver after death. Each step requires careful legal consideration.

  Esquire

  February 4, 2025

  Estate Planning

  Caregiver Exemption, Elder Law, Estate Planning, financial-planning, Hardship Waiver, health, Medicaid, Medicaid Estate Recovery, Medicaid Exemption, Protect Assets, Transfer Home, trusts, wills

• Unlocking the Hidden Benefits of Veterans Estate Planning:

  

  A Guide to Securing Your Legacy and Protecting Your Family If you’re a veteran, you know about sacrifice, dedication, and protecting what matters most. But did you know there are specific benefits designed just for you that can help secure your legacy and support your family in the future? From special pensions to tax-free disability…

  Esquire

  November 11, 2024

  Estate Planning

  asset protection, Estate Planning, financial legacy, last will and testament, Medicaid, veteran benefits, veterans, Veterans Day

• The Importance of Clear and Valid Estate Planning: Lessons from Aretha Franklin’s Will

  This month marks the fifth anniversary of the passing of Aretha Franklin. The iconic musician, left behind more than just a musical legacy. After nearly five years of legal disputes. The Queen of Soul’s estate was finally settle in July 2023. Her case also serves as a poignant reminder of the significance of proper estate…

  Esquire

  August 27, 2023

  Estate Planning

  aretha franklin, Estate Planning

• First Things First: The Essential Guide for New Business Owners

  Esquire

  June 6, 2023

  Business Law, Estate Planning

  Small business