Does everybody have an estate plan?

Yes, in that the state furnishes everyone with a plan to settle their affairs and distribute their assets when they die.  That plan is called the laws of intestacy. However, that is a far cry from having your own plan to provide for who is to be in… Read More
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Categories: Blog, Probate

Private Reverse Mortgages

What is a reverse mortgage?  Similar to a conventional mortgage (“Conventional Mortgage”), the borrower in a reverse mortgage (“Reverse Mortgage”) will continue to own the home.  The lender does not take title to the home, but rather will h… Read More
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Categories: Blog

Medicaid Rules Pertaining to the Home

The treatment of the home residence under the Medicaid rules can be somewhat confusing.  Here is a brief rundown of the some of the major points to understand. So long as the property (“Home”) is used as the principal residence by the individual… Read More
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Categories: Blog

What is an "Ancillary Probate?"

When a person dies leaving assets owned individually in the decedent’s name only, those assets will need to pass through a court-supervised process known as “probate.”  The primary probate for a decedent is conducted under the jurisdiction of… Read More
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Categories: Blog, Probate


A prepaid funeral is when a person and/or that person’s family pay for funeral services and related costs while the person is alive.  For many individuals, dealing with the financial aspects of the funeral and burial process is simply one more ele… Read More
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Categories: Blog

Do You Want or Need a Conservator?

One of the benefits of proper estate planning is to ensure that you, and your assets, will be taken care of even if you are no longer able to do so yourself.  You may become disabled, for instance, and be unable to make important health care decisio… Read More
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Categories: Blog

Beneficiary Designations Are Crucial

The plan includes a trust and a pour-over will to ensure that any assets not transferred to the client’s trust during her lifetime will end up in her trust after her death. Her trust includes numerous provisions to ensure the assets left in trust… Read More
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Inherited IRAs Can Be Taken From the Beneficiary

Last month, in its unanimous decision in Clark v. Rameker, the United States Supreme Court decided that an inherited IRA does not have the same bankruptcy protection as a non-inherited IRA. Read More
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Planning for a Loved One with Special Needs

Planning for a Loved One with Special Needs   In general, a trust is a legal device whereby property of some sort (real estate, cash, tangible personal property, etc.) is managed by a person, termed the Trustee, for the benefit of certain other peop… Read More
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Successor Trustee Meeting May 2014

Successor Trustee Meeting May 2014   On May 31, 2014 we held our annual Successor Trustee Meeting.  More than 80 of our clients and their family members attended!  We were delighted to see such a crowd, and even more delighted to spend some time c… Read More
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Categories: Blog, Estate Planning


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I have known Hank for 15 years or more. We have worked on a variety of matters together and do to one conflict or another I have occasionally referred matters to Hank. Hank is creative in his solutions; thorough and careful in his analysis; ethical i… Read More
– Kevin Quinn

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