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media features
ALZHEIMER'S CAREGIVERS NETWORK: q&a: FINANCIAL PLANNING AFTER AN ALZHEIMER'S DIAGNOSIS
After receiving an Alzheimer's disease or dementia diagnosis, families face some of the most significant decisions they'll have to make in their lifetime, whether for their own future or that of a loved one.
KIPLINGER'S PERSONAL FINANCE: irs quietly CHANGED RULES ON YOUR CHILDREN'S INHERITANCE
Property, such as your home, held in an irrevocable trust 'that is not included in the taxable estate at death' will no longer receive a step-up in basis. Here’s why the wording of that is key.
KIPLINGER'S PERSONAL FINANCE: WITH HOLISTIC ESTATE PLANNING, EVERYTHING'S UNDER CONTROL
A plan for all your stuff during your lifetime and then at death requires a group of five – yes, five – experts to oversee each at-risk area.
KIPLINGER'S PERSONAL FINANCE: FROM SECURE ACT TO SECURE 2.0: IS YOUR ESTATE PLAN SAFE?
The ever-evolving legislative landscape provides both challenges and opportunities when it comes to making plans for your retirement and your estate. A key focus: tax planning.
KIPLINGER'S PERSONAL FINANCE: long-term care planning vs. taxes: finding a healthy balance
Many families discover that trying to mitigate the cost of long-term care can conflict with another common retirement concern - reducing taxes for retirees and their heirs.
AARP: 8 Common Estate Planning Mistakes
A complete, up-to-date plan will spare your loved ones pain and expense.
Kiplinger's Personal Finance: Estate Planning: A Special Trust for a Special Need
Special needs trusts can help fund quality-of-life improvements for the beneficiary, such as a phone, a trip or a private room in a group care facility.
U.S. News & World Report: Choosing Between Revocable and Irrevocable Trusts
Advisors weigh taxes and creditor protection versus control over assets when selecting a trust.
educational topics
Lindsay Graves of The Graves Law Firm is passionate about educating the community year round. She is proud to have written and contributed to many articles and books. Below you can view a list of articles & practice manuals Lindsay has contributed to for educational purposes.
Protecting assets while qualifying for medicaid
the probate process from start to finish
medicaid: beyond the basics
advanced elder law
