Tag: estate planning
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Green Space: Erica interviews Elder Law Attorney John Yonkers (Marquette) and Why Taproot does not do medicaid applications (“Elder Law”)
What is Elder Law anyway? Estate planning is a fluid process that occurs throughout life. As an estate planner, I’m trained in elder law techniques, but I do not dabble in elder-law planning because it’s a specialized area of the law that changes frequently. Elder law is a specialized type of estate planning that incorporates…
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Check your estate plan after divorce!
What does an estate actually mean? Have you noticed that lawyers use the word “estate” a lot? Probate estates, trust estate, marital estates, etc. An estate refers to a certain bucket of total assets and debts, and there are special rules that apply to that bucket. The rights of different estates are interwoven, and a…
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Green Space: Erica interviews Amanda Knaffla, J.D., CTFA, Range Bank, Marquette
Earlier this week, I wrote about ways Taproot Law can support unmarried couples with estate planning kits. Our latest Green Space article features Amanda Knaffla, J.D., CTFA who is the Chief Trust & Wealth Management Officer at Range Bank in Marquette. Amanda is also an attorney who previously practiced in the area of estate planning.…
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Cohabitation: estate planning and cohabitation agreements for unmarried couples are more important than you think
Meet Bill and Marilyn: Partners for Life Marilyn, who is in her early 70s, was distraught. Her life partner of the last 30 years, Bill, suffered memory loss and was not improving. His son became Bill’s guardian and conservator and just delivered an eviction notice to Marilyn. The son then moved Bill into his home to…
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