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miller trust

Firstly, what is a Miller Trust? 

Texas falls under the list of states that have an “income-cap” and makes an allowance for a Miller Trust. Should the applicant’s income be more than the “income-cap”, the applicant’s initial income needs to be adjusted downward.  By redirecting income to the

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estate planning attorney
          Kiddie tax is imposed on individuals under 18 years old (or younger than 24 and a full-time student) whose investment and unearned income is higher than an annually determined threshold. Unearned income is referred to funds such as interest, dividends, and capital gains, but not including wages. It was designed to prevent

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estate planning

Many couples find their perfect match the second time around at marriage, and this can mean bringing together kids from different marriages. It’s a happy ending, but it does mean that your estate plan needs to be a little more complex in order to ensure dependents are

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long-term care

Most people understand that planning for long-term care is an important part of their overall retirement strategy, especially as costs for senior care and assisted living services continue to increase. But, when is the right time to start? Here is some advice from a leading elder law

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last will and testament

DIY is fantastic, and there’s nothing quite as satisfying as building your own skill set while you paint your new home, tile a bathroom or repair your deck. But, there are some things where DIY is not the way to go. This especially applies to legal documents, where

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Elderly woman touching face of young female nurse

The senior population is growing, with over 47 million people in the USA aged 65 and above. Obviously, as we age, our need for high-quality, accessible healthcare becomes critical. Medicaid plays an important role in providing seniors with quality long-term care. But, accessing this care can be a

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Elder Law

Elder law issues are complex. As the population over 65 in the USA grows, it is more important than ever before that the rights and needs of seniors and their loved ones are professionally protected and provided for. Here are just 4 of the reasons why it’s a

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