Client Resources

We try to keep you educated and informed. This page has helpful information and provide updates on the law in our areas of practice. 

The information and resources available on this page and on the website is provided for informational purposes only, and should not be construed as legal advice on any matter. Consuming, downloading, reading or otherwise using the information does not create an attorney-client relationship. Do not act or refrain from acting upon this information without seeking professional legal counsel.

5 Rights That Trust Beneficiaries Have

As a trust beneficiary, you may feel that you are at the mercy of the trustee, but depending on the type of trust, beneficiaries may have rights to ensure the trust is properly managed.A trust is a legal arrangement through which one person, called a "settlor" or...

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Using a Roth IRA as an Estate Planning Tool

A Roth IRA does not have to be used as just a retirement plan; it can also be a way to transfer assets tax-free to the next generation.Unlike a traditional IRA, contributions to a Roth IRA are taxed, which means that the distributions are tax-free. Also, unlike a...

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What Documents Are Required for a Medicaid Application?

Medicaid applicants must prove that they have limited income and assets in order to be eligible for long-term care services. Before beginning the application process, it is helpful to understand what information you will be required to provide to prove your...

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Medicare Now Covers the Cost of COVID At-Home Tests

If you have Medicare, you can now receive up to eight free rapid at-home Covid-19 tests a month at participating pharmacies. The free tests are available without a prescription to all Medicare beneficiaries with Part B, including those enrolled in a Medicare Advantage...

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COVID-19 Workplace Employee Policies

The CDC, ADA, OSHA and Dept. of Labor have issued guidelines for employers to help them develop policies that aim to protect workers and prevent further spread of the virus. Our office has reviewed the information and created policies based on these guidelines....

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COVID-19 Emergency Sick Leave And Emergency FMLA

Overview: This letter is intended as preliminary guidance for employers on the Families First Coronavirus Response Act (FFCRA). Components of this legislation are separately known as the Emergency Sick Leave Pay Act and the Emergency Family and Medical Leave Act. The...

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