How to Protect Your Assets from a Nursing Home
When a loved one prepares to enter a nursing home or other facility, you must…
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Estate Planning
TREEL is Caring for its Clients and Community, Every day
Every day, millions of families stay at home for the safety of others. We are…
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Inexpensive Handwritten Wills and Other Myths
In the past few years, we have handled several estates which included handwritten Wills. It…
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How to Avoid or Reduce the Impact of Probate on Your Estate
When an individual passes, the probate process is set into motion. This process involves settling…
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New Rule Increases Age for Required Minimum Distributions
The amount of time banks and other financial institutions have to notify people with retirement…
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New Federal Law Should Help Your Retirement Income
Americans are poorly financially prepared for retirement, generally. Whether this is linked to lack of…
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Avoid a Crisis During a Crisis
What you don’t know can hurt you. Of the most important estate planning documents that…
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We Are Here For You
In light of Governor Murphy’s Executive Order signed on 3/21/2020, which mandates that all New…
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The Only Thing That’s Permanent is Change: Amending and Revoking Estate Planning Documents
People and circumstances change. What you thought was important last year may not mean anything…
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UPDATING ESTATE-PLANNING DOCUMENTS AT DIVORCE
The story of a divorcing couple in Arizona demonstrates why you need to update your…
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AVOIDING MEDICAID PENALTY PERIOD FOR A HOUSE TRANSFER
Under the laws of most states, when you transfer your house to a child or…
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GUIDANCE ON GENEROUS GIFTING
Grandparents are regularly generous with grandchildren, sometimes giving significant amounts of money. Often they want…
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