Providing Education & Guidance to Help Protect Your Loved Ones

Why do Blended Families Need to Estate Plan?

QTip trusts also know as qualified terminable interest property trusts and reciprocal Wills can be extremely beneficial for the spouse of a blended family. Failure to plan can exclude some of your intended beneficiaries. Seeking the help of a trusted attorney will ensure the safety of you and your blended…
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What You Need to Know About Managing Partner Tim Rice

  Managing partner Tim Rice finds extreme value in helping his clients reach solutions regarding their estate and elder law planning. This video will give you a glimpse of why TREEL cares and how our attorneys can help you with your affairs. Contact us to meet with an attorney that…
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How Often do You Review Your Legal Documents?

Legal documents should be updated every few years. A few circumstances where you may want to update your documents include the death of a spouse, remarriage, divorce, changes in circumstances. Contact our team to ensure your documents are up to date and reflect your current end-of-life wishes.
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What You Must Know About Annual Gift Giving

  It is common for people to make annual gifts or $10,000 or more to various family members in an effort to “protect” money from Medicaid or nursing homes. People mistakenly assume that the annual gifts that are excluded from gift taxes also are excluded by the Medicaid program. That…
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Avoid These “Panic Moves”

  There are some mistakes that can be made while Medicaid planning. This short video will discuss some of the biggest Medicaid planning mistakes people make.
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Digital Assets Part 2: How to Protect Your Digital Assets

We spend so much time online whether it be on Facebook, Instagram, or even creating our own websites, it is important to start thinking about these items. We call them digital assets and how to preserve and protect them long term. Why do you want to make sure someone has…
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Digital Assets Part 1: What Qualifies as a Digital Asset?

  We spend so much time online, whether it be on Facebook, Instagram, or even creating our own websites. It is important to start thinking about these items, we call them digital assets, and how to preserve them and protect them long term. What Qualifies as a Digital Asset? A…
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Irrevocable Trusts Part 1: What is an Irrevocable Trust?

Many people believe that trusts are only documents that the very wealthy use, but the truth is that many families could benefit from trusts, including irrevocable trusts. What are the potential benefits of an irrevocable trust? There are many potential benefits to using an irrevocable trust for your family’s planning.…
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Compassionate Elder Law Attorneys

Our team of legal professionals can help guide you through the complexity of the laws surrounding Elder Law. Learn more on how we can help develop a plan to ensure you and your loved ones are protected.