26 Feb

Estate Planning

Estate Planning Basics: Why Every Family Needs a Plan

• February 26, 2026
• By AmyGinsburg
• 0 comments

Estate planning isn’t just for the wealthy—it’s about protecting your loved ones and your wishes. Here’s what eve...

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24 Feb

Estate Planning

What Is Incapacity Planning? Documents You Need to Protect Yourself

• February 25, 2026
• By AmyGinsburg
• 0 comments

How to Protect Yourself If You Cannot Make Decisions Most people think ...

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24 Feb

Estate Planning

HIPAA Authorization and Healthcare Directives: What You Need to Know

• February 24, 2026
• By AmyGinsburg
• 0 comments

What You Need to Know About Medical Decision Documents Planning for inc...

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24 Feb

Estate Planning

Why Do I Have to Separately Agree to Release Psychotherapy Notes Under HIPAA?

• February 24, 2026
• By AmyGinsburg
• 0 comments

If you’ve filled out a medical authorization form and noticed a separate line about psychotherapy notes, you may ...

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24 Feb

Estate Planning

Why Can’t Estate Planning Just Be Simple?

• February 24, 2026
• By AmyGinsburg
• 0 comments

Why Doesn’t Everything Just “Go Down the Line”? It’s a fair question.

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24 Feb

Estate Planning

A/B Trust Planning for a $30 Million Estate in Arizona

• February 26, 2026
• By AmyGinsburg
• 0 comments

Is It Still Necessary with Portability? For years, married couples with...

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24 Feb

Estate Planning

What Does a Trustee Do? A Practical Guide to Trust Administration

• February 24, 2026
• By AmyGinsburg
• 0 comments

Trust Administration Guide: A Practical Guide for Trustees and Beneficiaries

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24 Feb

Estate Planning

When Is a HEMS Trust Appropriate?

• February 24, 2026
• By AmyGinsburg
• 0 comments

You want structured access. A child may serve as t...

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24 Feb

Estate Planning

What Is a HEMS Standard in a Trust?

• February 24, 2026
• By AmyGinsburg
• 0 comments

And What Expenses Does It Cover? If you are creating a trust — or you a...

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24 Feb

Estate Planning

What Are the Benefits of a Lifetime Asset Protection Trust?

• February 24, 2026
• By AmyGinsburg
• 0 comments

When parents create a trust for their children, one of the biggest decisions is whether the assets should be dist...

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