What is portability in estate planning? 
In estate planning, “portability” refers to the ability to transfer a deceased spouse’s unused federal estate tax exemption to the…
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What is an Irrevocable Life Insurance Trust?
An irrevocable life insurance trust (ILIT) is a type of trust that is used to hold a life insurance policy.…
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What is a transfer on death deed?
A transfer on death (TOD) deed is a type of deed that allows you to transfer ownership of real estate…
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Where should I store my estate plan documents?
It is important to store your estate plan documents in a safe and accessible place. Here are a few options…
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Judd Sisters Fight Over Late Mother Naomi Judd’s Estate
It has been almost six months since Naomi Judd tragically lost her life and just over two since it was revealed her…
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Virginia’s Governor Removes Protections for Transgender Public School Students
Virginia’s Governor Removes Protections for Transgender Public School Students Virginia’s governor is enduring threats of a major civil rights dispute after…
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Same-Sex Marriage Bill in Senate Gets Delayed Until After Midterm Elections
A Senate vote on legislation to ensure federal recognition of same-sex marriage is being delayed until after November’s midterm elections…
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What is a medicaid spend down?
A Medicaid spend down is a process by which an individual reduces their assets in order to become eligible for…
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What is a Pooled Special Needs Trust
A pooled special needs trust (also known as a pooled trust or a community trust) is a type of trust…
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Meat Loaf” singer of “Bat out of Hell” passed away on January 20, 2022
Legendary musician Marvin Lee Aday, better known as “Meat Loaf” and singer of “Bat out of Hell” passed away on…
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