"Do you know where your Trustee is?"

The better question might be “do you even know who your trustee is?”

Many of us have revocable living trusts set forth for children and loved ones. Others have special needs trusts, irrevocable trusts, IRA trusts, and other tax strategy trusts. You may recall a discussion when these were established as to whether you should name a bank or other financial institution or someone you know to serve as trustee once you are gone. (read more....)

Online move means upgrade in service

In December, GLO went web-based! We joined a new practice management system that is online and web-based. It was a big undertaking, but well worth it! What does that mean for you? Well, you'll still experience a very personalized approach to your legal needs, but now, internally our efforts are more streamlined and efficient which means we can devote more time to caring for what counts most... YOU!

Medicaid Planning continues to be an area of growing concern

Approximately 1 in 8 Americans between ages 40-60 face the daily challenges of being a ‘Sandwich Generation Kid'. Common struggles include having to pay for mom or dad's long-term care while providing for their own family, shielding mom or dad's assets from nursing home facilities and cleaning up financial or legal messes in the absence of proper planning. Learn how we help walk families through the maze of Medicaid eligibility, penalties, lookback periods and tax implications by clicking here!