Andrea Shoup

For that reason, it is good to know what the justifiable reasons are for involuntary discharge. Those are set out under Federal law and subject to review on patient appeal by an independent agency, so the facility cannot just make the decision arbitrarily on their own. The Six Reasons Justifying Discharge are: For the resident’s […]

Here are the top five reasons that people don’t have an estate plan: Procrastination This is the number one reason, and not too surprising. Making an estate plan is easy to put off (even if you think it is a good idea). Everyone has busy lives and the prospect of assembling all the information and […]

There are a number of ways to participate, and one of the easiest is to include your favorite charity in your estate plan. When you name a charity in your will or trust you can leave a legacy without affecting your current resources, and in some cases, there can be tax advantages. How to Make […]

The importance of this cannot be overstated, and there are well publicized cases where patients linger for years with no AHCD, and family or medical personnel have no ability to make extreme decisions. Because this may be an uncomfortable topic, some families will put it off, but it is really fairly simple for your attorney […]

Immigration laws and policy in the US are in the news almost daily, and with a diverse, multi-cultural population there are many families that have non-US citizen spouses or children. A family member is a non-citizen even if they have a green card and permanent residency, and of course would include those holding non-immigrant visas. […]

As a self-employed individual you are technically a sole proprietor and have similar obligations as any business owner. So, even if you are an Uber driver, freelance consultant or IT specialist, you need to think of yourself as a real, independent business, and not just a service provider. Tax Planning – One of the primary […]

The Living Trust – A living trust is a flexible estate planning tool that allows you to manage and distribute your assets and can remain in effect after you die. Here are the basics: A trust contains a current transfer of assets while you are alive, administered by a trustee. You as the grantor of […]

If you have heard of estate planning but have not taken any steps to create your own plan, you might be one of those who believe in a few common myths. You should not let these myths keep you from creating a will or trust to protect and distribute your assets. Myth #1: Estate planning […]

The structure of a DAF is simple; you set it up with your community foundation or as a charitable trust with a financial adviser, and then decide how you want funds distributed and to which charities. The next step is to make the DAF a beneficiary of a trust in your estate plan, and you […]