Do you provide care for someone with special needs?  Or want to leave a gift in your will or trust for someone on needs-based public benefits?  A special needs trust can ensure that your gift benefits the person you love, without disqualifying them from the benefits they depend on for medical care and housing…

One question that many potential clients ask is “how does this process work?  If I hire you, then what happens?”  Well, the specifics will vary depending on what you hire me to do, but here is how things typically go when a client hires me to help them draft an estate plan…

My goal for this post is to give you an overview of relevant law in order to increase awareness and give you a enough of a background that you can seek out more information in the areas that affect you.  This is especially important where your rights are at stake and there are ways that you can protect yourself and your loved ones…

There are a lot of changes happening in the legal world which may affect the rights - and tax liability - of same-sex couples.  The DOMA and Prop 8 cases argued at the United States Supreme Court this week have been all over the news.  And while equality may still seem distant (some days more than others), and there are certainly a lot of changes to be made and work to be done, there is something you can do now to help improve your financial equality with respect to the IRS…