Medicaid: An overview of benefits planning

October 28, 2016 at 2:12 am

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As an experienced estate planning and elder law attorney, I regularly assist clients who are preparing to incur the significant costs associated with receiving adequate medical care for our senior citizens. Read More…

Basic Trust Designs and Provisions

July 12, 2016 at 7:19 pm

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Revocable Living Trust Agreements (“Trusts”) offer many additional op- tions and benefits in comparison to other methods of wealth transfer at death… Read more

 

Methods of Transferring and Owning Real Estate

May 3, 2016 at 7:20 pm

2016_May_GSF_MethodsofTransferringOwningRealEstateReal estate is often one of the most valuable assets owned by individuals or businesses. As such, it is important to be familiar with various forms of ownership to determine how best to protect against lawsuits and nursing home costs,transfer the property most efficiently to heirs, to reduce or eliminate taxation at death. This brief outline can provide a very basic introduction to terms and concepts in this very complex area of law that affects nearly every one of us on a daily basis.

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Challenges business owners contend with when transitioning the business to the next generation

March 23, 2016 at 5:38 pm

2015_Nov_GMM_Estate_and_business_successionThe first step for business owners is to develop a comprehensive estate plan. A comprehensive estate plan includes a Last Will and Testament, Revocable Living Trust, Durable Power of Attorney (for financial affairs) and Patient Advocate Designation (for medical affairs). The estate plan will also consider current tax laws.

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MEDICAID An overview of benefits planning

October 1, 2015 at 12:58 pm

2014_Feb-Mar_GMM_MEDICAID-An-overview-of-benefits-planning_DownriverBizAs an experienced estate planning and elder law attorney, I regularly assist clients who are preparing to incur the significant costs associated with receiving adequate medical care for our senior citizens. Further, I regularly witness the great concern that my senior citizen clients and their families experience when a loved one falls ill and is in need of an extended nursing home stay.

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Men of Distinction

September 16, 2015 at 2:48 am

2015_Aug Sept_Men-of-Distinction_GSFDedicated to his faith, family, and profession, the D Profile recognizes George Fekaris, Partner of Morello Law Group, P.C. as one of our 2015 Men of Distinction.

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Asset Protection Protecting your money, now and in the future

September 16, 2015 at 2:47 am

2010_May_GMM_Asset-protection-protecting-your-money_Downriver ProfileAsset protection (a fancy way of saying methods to protect your money and assets) is something that is on everyone’s minds. I constantly find that people want to know how they can protect their money from future creditor claims. They also want to know how they can ensure that their retirement “nest egg” will remain secure as they get older. Lastly, many want to feel confident that the money and assets they will be leaving to their children will also be protected. With these issues in mind, I have put together a brief list of asset protection and estate planning issues that you should think about to help you protect your money.

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Real Estate Methods of Transferring and Owning

July 27, 2015 at 12:08 am

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Real estate is often one of the most valuable assets owned by individuals or businesses. As such, it is important to be familiar with various forms of ownership to determine how best to protect against lawsuits, nursing home costs, transfer the property most efficiently to heirs, and to reduce or eliminate taxation at death. This brief outline can provide a very basic introduction to terms and concepts in this very complex area of law that effects nearly everyone of us on a daily basis.

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It’s time to review your estate plan – again

July 26, 2015 at 10:01 pm

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Each person, regardless of age, net worth, employment or marital status should have a comprehensive estate plan in place. The 2012 Tax Act provides a great opportunity to simplify your estate planning and to better provide for the future of your children and grandchildren.

If you do not have a comprehensive estate plan in place…

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It’s time to review your estate plan – again

July 26, 2015 at 9:59 pm

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The 2012 Tax Act provides a great opportunity to simplify your estate planning and to better provide for the future of your children and grandchildren. The following is a brief list of estate planning issues that should be part of any discussion.

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