» Transfer of assets

Can you keep your estate plan totally private and should you want to?

April 15th, 2016
Many families are hesitant to discuss financial affairs together.  Parents do not necessarily want their children to know how much or exactly what they have.  Some do not want their loved ones to know exactly how they plan to dispose of their asset… Read More
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Categories: Advanced Medical Directives, Advocacy, Aging in Place, Aging Parents, Caregiving, Disinherited Children, Elder Law, Estate Planning, Family Caregiver, General Interest, Health, Life Care Planning, Transfer of assets, Valid Estate Planning documents, Validity of a Will, Will Contest

A Good Estate Plan Needs More than a Will

February 26th, 2016
When it comes to estate planning, everybody wants a Will.  Many people believe that good estate planning begins and ends with having a Will and they think once they have a Will, all their estate planning problems have been solved.  But unfortunatel… Read More
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Categories: Changes to Legal Documents, Estate Administration, Estate Planning, Transfer of assets, Valid Estate Planning documents, Validity of a Will, Will Contest

Medicaid Claimant Survives Challenge to Loan Made to Family Member

February 12th, 2016
When we are working with families who wish to engage in Medicaid planning or for whom a family member must file an application for benefits, there are some common misconceptions we observe.  Families do not often appreciate that the Medicaid eligibi… Read More
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Categories: Fair Hearing, Long-Term Care Planning, Medicaid Eligibility, Medicaid Planning, Transfer of assets

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    Hank Weatherby gently probed and clearly listened to our preferences for how we personally and our estates will be cared for while we age and after we pass on. His Estate Planning Agreements are masterfully crafted to be clear, flexible and responsiv… Read More
    – John and Ann Murray

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