Blog

Powers of Attorney: The Estate Planning Tools Every Adult Should Have

August 30, 2019 by Attorney Jennifer Imediegwu

A Financial Power of Attorney and Health Care Power of Attorney are two very important estate planning documents. Without such powers in place, an individual is open to a guardianship action in the event of an accident, prolonged illness or mental incapacity.

What Happens If Your Spouse Needs a Nursing Home?

August 16, 2019 by Attorney Jennifer Imediegwu

What happens if your spouse enters a nursing home? What assets are protected for you?

Last Will & Testament FAQs

July 31, 2019 by Attorney Stephen A. Lasky

1.         What is a Will?

What is Estate Planning and why is it Relevant to the African American Community?

May 07, 2019 by Jennifer R. Imediegwu

When people think of estate planning, there is a flurry of misconceived notions that often dance around one’s mind.

Honoring Our Founder, Jack Moertl

February 12, 2019 by MWC

As Moertl, Wilkins & Campbell, S.C.

Advantages of Holding Income-Producing Real Estate in a Limited Liability Company

November 05, 2018 by Stephen A. Lasky

Do you own or are you thinking about purchasing rental or other income-producing real estate?  If so, holding title to such real estate through a limited liability company (LLC) can offer asset protection and tax efficiency advantages that might not othe

Dealing With Death

September 17, 2018 by Elizabeth Ruthmansdorfer

This is a post more to the other professionals who deal with death and dying in a professional setting than to my current or potential clients.  I have been practicing for 15 years as an attorney and have had many, many clients pass away.  Death still hits me hard.  I very rarely cry anymore when

Your Operating or Partnership Agreement and the New Audit Rules

July 11, 2018 by Stephen A. Lasky

The changes to the federal tax laws enacted in early 2018 provide for increased auditing of tax returns filed by partnerships and limited liability companies taxed as partnerships.  These changes are designed to increase the number of IRS audits of tax returns filed by these entities in an effort

Medicaid and Pooled Trusts

June 25, 2018 by John Zabkowicz

One of the most overlooked Medicaid planning tools when spending down assets for Medicaid eligibility is the pooled Trust.  What exactly is a pooled Trust?  A pooled Trust is a Trust for a disabled person as determined by SSI rules.

Title 19 and the Medicaid Trust

June 11, 2018 by Terry Campbell

There are many different types of trusts.  In the 90s, we prepared many trusts to avoid estate taxes (not an issue with most folks today).  In many cases, trusts are prepared to enable individuals to avoid probate, protect the needs of minor children or protect beneficiaries who may have disabili

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