31 Mar

Estate Planning

How to Get a Step-Up in Basis: Reduce Capital Gains Taxes for Your Heirs

• March 26, 2026
• By AmyGinsburg
• 0 comments

If you’ve built wealth over time—real estate, investments, a business—there’s one estate planning concept that ca...

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30 Mar

Estate Planning

Should You Put Your House in Your Children’s Name?

• March 12, 2026
• By AmyGinsburg
• 0 comments

Some parents consider transferring their home to their children as a way to protect the property from nursing hom...

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30 Mar

Estate Planning

What Is a See-Through Trust? How to Protect IRA and 401(k) Inheritances

• March 26, 2026
• By AmyGinsburg
• 0 comments

Most people have never heard of “see-through provisions” in a trust.

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29 Mar

Estate Planning

Does Pennsylvania Medicaid Pay for Assisted Living?

• March 13, 2026
• By AmyGinsburg
• 0 comments

Many families are surprised to learn that Medicaid coverage for assisted living is different from nursing home co...

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29 Mar

Estate Planning

What is “Decanting” a Trust and Is it Used?

• March 26, 2026
• By AmyGinsburg
• 0 comments

Most people think once a trust is created… that’s it. Locked. Final...

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28 Mar

Estate Planning

Do You Need a Trust for Your Pet? (Yes, Even a Tortoise That Lives 100 Years)

• March 26, 2026
• By AmyGinsburg
• 0 comments

I used to think trusts were something reserved for ultra-wealthy families with vacation homes in three states, a ...

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28 Mar

Estate Planning

What Is a Medicaid Asset Protection Trust?

• March 12, 2026
• By AmyGinsburg
• 0 comments

A Medicaid Asset Protection Trust is an estate planning tool sometimes used to protect assets while planning for ...

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27 Mar

Estate Planning

How Much Money Can You Keep If Your Spouse Goes Into a Nursing Home?

• March 12, 2026
• By AmyGinsburg
• 0 comments

When one spouse enters a nursing home, the other spouse often worries about losing their financial security.

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27 Mar

Estate Planning

How to Reduce Taxes for Your Heirs: Smart Estate Planning Strategies

• March 26, 2026
• By AmyGinsburg

Everyone wants to leave something behind for their family. Fewer pe...

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26 Mar

Estate Planning

Medicaid vs Long-Term Care Insurance: Which Is Better?

• March 12, 2026
• By AmyGinsburg

Long-term care can be extremely expensive, and many families struggle to decide how they will pay for it.

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