We're Closing. Thank You.

Doug Cook is retiring and Steve Cook has moved to an in-house counsel position. As such, we are no longer accepting new clients. Thank you.

Estate Planning

Below are links to blog posts and other related content:

How To Protect Your Assets From Long-term Care Costs

In short, long-term care is a broad term used to describe a wide continuum of services, which are needed by people with chronic health issues for extended or indefinite periods of time.

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Special Needs Trust Fairness Act Becomes Law

Congress has passed, and the President has signed, a significant change to the law Federal Medicaid laws applicable to supplemental needs trusts, commonly called special needs trusts.

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Who Needs An Estate Plan, Anyway?

Almost everyone needs an estate plan, regardless of how much, or how little, property they own.

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Arizona Medicaid (ALTCS) Eligibility, Asset Protection & Trusts

Some trusts are both: 1) not countable as resources and 2) do not require the State of Arizona to be a remainder beneficiary.

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Hillary Clinton’s Estate Tax Plan

Clinton would lower the estate tax exemption to $3.5 million per person and $7 million per couple, while raising the estate tax from 40 to 45 percent

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