Aretha Franklin’s Cautionary Estate Planning TaleOctober 6, 2023Team TREELThe Queen of Soul, Aretha Franklin, left behind a legacy of iconic songs when she…Read More
Four legal steps to take right after an Alzheimer’s diagnosisSeptember 22, 2023Timothy RiceIf you or a loved one has been diagnosed with Alzheimer’s disease, it is important…Read More
Incapacitation: When Does a Power of Attorney Activate?September 8, 2023Team TREELYour mother named you as her agent in her power of attorney (POA). Now, your…Read More
Long-Term Care: Medicaid PlanningAugust 11, 2023Team TREELJohn, 75, is a retired teacher earning $1,800 per month in Social Security benefits. He…Read More
Determining the Value of Collectibles for Estate PlanningJuly 28, 2023Team TREELWhether you hope to pay for long-term care by selling your stamp collection or are…Read More
Case Study: An Outdated Will Leads to a Sibling Legal BattleJune 30, 2023Team TREELJulie* has spent the year since her mother’s death fighting with her siblings over her…Read More
Rumor v. Reality No. 7 – Gifting PenaltiesJune 16, 2023Team TREELRumor: “The law says that I can gift $17,000 to each of my children annually…Read More
Rumor v. Reality No. 6: Transferring Home Title for Medicaid EligibilityJune 2, 2023Team TREELRumor: “Married couples should transfer their residence to their children to ‘protect it’ from nursing…Read More
Rumor v. Reality No. 5: Accessing a Partner’s AccountsMay 19, 2023Team TREELRumor: “Spouses have the automatic right to access the other spouse’s accounts, so my spouse…Read More
Case Study: Sibling House SquabbleMay 5, 2023Team TREELLucy’s* adult siblings have lived with their parents for years. Neither her brother nor her…Read More
Rumor v. Reality No. 3: I Don’t Need an Attorney to Edit My WillMarch 24, 2023Team TREELRumor: “To make changes to my original Will, I can mark it up by hand…Read More