Sign Up For a Webinar 
Latest News
Estate Planning After a Dementia Diagnosis
Ideally, estate planning is completed before a health crisis or dementia diagnosis. But a diagnosis doesn't necessarily mean it's too late. If a loved one has recently been diagnosed, it's important to find out what can still be done before those options become more limited.
August 17, 2026
How Can We Avoid Capital Gains?
I am considering creating an Irrevocable Trust to protect my house and other assets, but I am concerned about creating a situation where my children will have to pay Capital Gains tax.
December 24, 2014
Outright Transfer of Home
My friend suggested that I transfer my house to my children in case I need nursing home care in the future. Is this advisable?
December 3, 2014
