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Question: I have a daughter that is 18 years old and has Autism. I know that I need to become her guardian to make decisions for her, but I am not sure about the options. Can you explain them to me?

My husband and I did Last Will & Testaments when our children were young – probably about 20 years ago. Is there any need to update?

Question: I recently signed a last will and testament but it does not list out my assets individually, is that alright? What about my retirement accounts and annuities?

Question: Can you tell me about any updates to estate and gift taxes for 2019?

With people living longer, many turn to a Home Equity Conversion Mortgage, more commonly referred to as a reverse mortgage, for additional income. Reverse mortgages allow seniors to access the equity in their homes and convert same into an income stream.

My father is a widower and was recently diagnosed dementia. I am worried he is becoming incapable of taking care of himself. He never executed a health care proxy or a power of attorney. Can he sign them now? If not, what options do I have to get him the care that he needs?

Question: My mother recently passed away. I am the nominated executor of her estate. Her Will directs that all of her personal property is to be shared equally among her children. Can you give me any suggestions about how to divide the personal property?

In general, we suggest clients review their estate plan every five years or after a major life event. Such events include marriages, divorces, births, deaths, retirement, sale of your home, etc.

Question: I have created a Medicaid Qualifying Irrevocable Trust and I am attempting to transfer my home to my trust. The bank which holds my mortgage has advised that they do not allow transfers to Irrevocable Trusts. Can they prevent me from protecting my house? What can they do?

Inheritance is the practice of passing property upon the death of a decedent. The rules of inheritance differ from state to state.