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
The Importance of Regularly Updating your Estate Planning DocumentsSeptember 1, 2023Team TREELRead 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: Legal Battle Over Funeral CostsJuly 14, 2023Team TREELJulie* was sued for $14,000 by a funeral home for the costs of her mother’s…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Case Study: An Outdated Will Leads to a Sibling Legal BattleJune 30, 2023Team TREELJulie* has spent the year since her mother’s death fighting with her siblings over her…Read More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