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Do I Need to Execute a Lady Bird Deed before Applying for Medicaid?

A concerned daughter called me recently. She said she needed a Lady Bird Deed prepared by the end of the day. When I asked why she was…

Will Jointly Owned Property Automatically Pass to My Spouse When I Die?

A lot of people mistakenly assume that all jointly-held property automatically passes to a surviving spouse when one spouse dies. That is not necessarily the case. Jointly-held…

Have You Reviewed Your Will Lately?

I always schedule a document review conference with my clients before they sign their Wills. It gives my clients the opportunity to ask questions they may have…

Does Property Passed by Transfer on Death Deed Receive a Step-Up in Basis?

When someone receives a gift, the recipient of the gift is not responsible for reporting the value of any gifts as income. Rather, it is the gift-giver,…

Before You Pack

My family is going on vacation the end of June. It’s a trip we’ve been planning for more than six months, and we’re looking…

Estate Planning for Your Graduate

If you are the parent of a high school senior who has recently graduated, you’re probably feeling a whirlwind of emotion right now. Just…

How Will I Know If My College Student Has a Medical Emergency When Away at School?

If you are the parent of a high school senior, you’re probably feeling a whirlwind of emotion right now. Just thinking about the fact that I…

Why Doctors Choose to Die Differently

An article written by Dr. Jacquelyn Corley on CNN titled “Why Doctor’s Choose to Die Differently” explains why doctors are less likely to…