The Voeller Law Firm Legal Blog

Probate—you hear the term bandied about in a mostly negative context. There’s a reason for that. The legal process often involves family conflict or conflict in general over who gets what when a person dies. Business challenges, particularly ones from partners, can be a legal nightmare. If a person dies without a will (intestate), quarrels among potential beneficiaries can go…

You’ve worked hard and built a nice nest egg. Your estate plan is in order. There will be enough to retire comfortably, take care of your medical needs, and leave something to your heirs. As solid as your plan might be, life can take some unexpected turns. When it does, you may need to protect your assets from the clutches…

A Living Trust is a legal arrangement established by an individual (the grantor) during their lifetime to protect their assets and direct distribution after their death. As an estate planning tool, it helps heirs and family members avoid a long public and sometimes contentious probate process. What is Probate? Probate is a legal process completed when a deceased person has left…

You’ve done a decent job growing your wealth. There’s a tidy sum there, enough so you can live in comfort in retirement. Our clients will tell you they credit much of their success to the estate planning experts at The Voeller Law Firm. Like many people, you would like to do better at growing your wealth and, most importantly, preserving…

Lawyers today specialized in distinct areas of the law. Elder law attorneys focus on serving the needs of older people – respectfully referred to as, senior citizens. Attorneys provide counsel and perform services not only to the elder community but to their families as well. In hiring an elder attorney, you hire a professional who not only considers the needs…

It is never too soon to hire an elderly attorney. As time goes on, we tend to think of age as “only a number.” To an extent, that is true; however, people today live longer more productive lives well into their 80s and 90s. Good health is generally the catalyst. The reality of aging comes with the need for some…

The administration of an estate and trust administration have in common moving financial parts than you might not expect. There are, however, different hard and fast rules governing each. While estate administration deals with the distribution of assets as stipulated in a Will; trust administration covers assets placed in trust by a grantor for named beneficiaries. Trust Administration After a…

The answer is: not really. All trusts are set up to manage assets while a person is alive. Differences in trusts are more stylistic, depending upon what benefits the grantor is seeking to achieve. A trust is a fiduciary arrangement that allows a third party, or trustee, to hold assets on behalf of a named beneficiary. They can be arranged…

Medicaid planning encompasses a wide variety of services provided by professionals and volunteers. A general definition is any assistance provided to a potential Medicaid applicant in preparing their Medicaid application. Medicaid planning can be as basic as assistance with document preparation or as complicated as a complete restructuring of one’s financial assets to ensure the best possible payout. The Financial…

You can’t run a business, regardless of its size, without talented people. The trick is to ensure continuity in their various roles. When they leave, you’ll want to be sure that a qualified person is there, ready to take their place. The most successful companies can experience a downturn in operations should someone they relied on quits or moves on.…