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Planning for Long-Term Care and Taxes

Many families discover that trying to mitigate the cost of long-term care can conflict with another common retirement concern—reducing taxes for retirees and their heirs.
04/18/23 • by: Vick Law, P.C.
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Real Estate and Estate Planning ft. Teddy Conn (3-31-23)

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Thomas Vick and Seth Wilson discuss the overlap between estate planning and real estate with realtor Teddy Conn. Educational Content As each situation is fact dependent, please contact an attorney to discuss the facts of your specific situation.
04/14/23 • by: Vick Law, P.C.
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Do I Need a Trust in My Estate Plan for Real Estate?

Trusts are widely used in estate planning, so estates can avoid going through probate and maintain privacy. The terms of the trust ensure the wishes of the property owner are adhered to and their property gets distributed to the proper beneficiaries.
04/14/23 • by: Vick Law, P.C.
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Does ‘Spousal Impoverishment’ Protect against Medicaid Recovery?

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Seventy percent of those who reach age 65 will need long-term care services or expensive in-home nursing care, and 42% of it nationwide is paid for by Medicaid.
04/13/23 • by: Vick Law, P.C.
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5 Smart Ways to Transfer Real Estate to Your Children

For many parents, transferring real estate to their children is an important part of their estate planning process. There are several ways that parents can do this, each with its own advantages and disadvantages.
04/12/23 • by: Vick Law, P.C.
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Endowments Can Help You Leave a Legacy

I didn’t know Nancy Whitaker well. When I taught at River Valley, Nancy was the speech pathologist. I met with her when students had speech and hearing educational plans. She was likeable, friendly and cared deeply for the students. I didn't know Nancy Whitaker well, but I knew I liked her.
04/11/23 • by: Vick Law, P.C.
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Protecting Inheritances in a Blended Family

As divorce and second marriages become increasingly common, more people find themselves raising children who are not biologically their own. Estate planning for blended families should address this unique situation.
04/10/23 • by: Vick Law, P.C.
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The Biggest Mistakes Made with Trusts

Mistakes that are usually ugly, often costly and sometimes fatal – at least to an estate plan.
04/06/23 • by: Vick Law, P.C.
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Saving for College? Learn What’s New with the 529 Plan

A type of education savings account called a 529 plan is just one of several tools families can use to prepare for the growing costs of higher education. While these plans can be beneficial for almost anyone since they let funds saved for education compound on a tax-free basis provided they're used for eligible education expenses, individuals who live in states with special tax breaks for contributions tend to fare the best.
04/06/23 • by: Vick Law, P.C.
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Estate Planning and Tax Day 2023

What estate planners need to accomplish for their clients before Tax Day, as well as the regulatory changes they need to be aware of while preparing for the big day.
04/06/23 • by: Vick Law, P.C.
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