Estate Planning, Elder Law, What’s the Difference?

The short answer: Both share similar concerns. The longer answer: The differences make all the difference.   The Concerns are Similar No matter what age we’re in, life can deliver some hard knocks. Hope for the best, but plan for the worst. We can get into accidents, especially when we’re young and under the impression that we’ll [...]

April 2nd, 2019|

Special Needs Trusts – What You Need to Know

In general, a trust is created when property or assets are managed by a person or firm for another person’s benefit. The person or entity who manages the trust is known as the “trustee” and is entrusted with the responsibility of making decisions in the best interest of the person who benefits from the trust, [...]

October 23rd, 2018|

The Fiduciary Rule. What it is, why it matters, and why the Government will no longer be enforcing it

On March 15, 2018, the Fifth Circuit Court of Appeals ruled that the United States Labor Department acted outside of its authority by creating the fiduciary rule and no longer has authority to enforce this Obama-era protection for retirement savers. The fiduciary rule required financial advisors to act solely in their clients’ best interest as [...]

August 17th, 2018|