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We understand how difficult the legal process can be. For that reason, we are committed to simplifying it as much as possible. We don’t use “legalese” and our processes are far from complex. Our attorneys are simply here to provide you with clarity on how the legal system works, and navigate you through the matters you are dealing with.

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Join us for a Free Educational Workshop that covers frequently asked questions and common misconceptions regarding Wills & Trusts, Asset Protection, Medicaid Qualification, Long-Term Care, and Estate Taxes. Learn from attorneys some of the strategies and tools that will allow you to protect your savings, estate and preserve your legacy. We help our clients, and professionals in the field, create individual estate planning solutions that work. We have a variety of workshops that teach fundamental estate planning concepts. Reservations are required.

Michael T. Willis, Esq

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Latest Blog Posts

How Community Property Affects Estate and Tax Planning

By |July 5th, 2022|Asset Protection, Estate Planning, Family Planning, Guardianship, Long-Term Care, Medicaid Planning, Retirement Accounts, Special Needs, Taxes, Trust Administration, Wills & Probatesssss|

In most states, spouses can purchase and own property separately from one another. However, in community property states, if one spouse purchases property, it is the property of both spouses. This has implications for both estate and tax planning. 

Using an Intentionally Defective Grantor Trust to Transfer Assets

By |July 5th, 2022|Asset Protection, Estate Planning, Family Planning, Guardianship, Long-Term Care, Medicaid Planning, Retirement Accounts, Special Needs, Taxes, Trust Administration, Wills & Probatesssss|

An intentionally defective grantor trust allows wealthy families to transfer assets from one generation to the next while achieving significant tax savings. IDGTs are especially useful if you have assets that will appreciate significantly over time.  

What to Do If You Want to Leave Your Children Unequal Inheritances

By |July 5th, 2022|Asset Protection, Estate Planning, Family Planning, Guardianship, Long-Term Care, Medicaid Planning, Retirement Accounts, Special Needs, Taxes, Trust Administration, Wills & Probatesssss|

Parents usually want to leave their children equal shares of their estate, but equal isn’t always fair. If you plan to provide more (or less) for one child in your estate plan, preparation is important.