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President Obama’s 2015 State of the Union Address: What it could mean for your estate plan

  • Post author:transmitid
  • Post published:January 21, 2015
  • Post category:Blog/Trust and Estate Blog

In the State of the Union Address, the President outlined many policy stances that have the potential, if implemented, to affect your estate plans. The President’s goals to offer social…

Continue ReadingPresident Obama’s 2015 State of the Union Address: What it could mean for your estate plan

Making year-end gifts

  • Post author:transmitid
  • Post published:November 14, 2014
  • Post category:Blog/Trust and Estate Blog

As the end of another year fast approaches, it is important for individuals to refocus on their own estate and gift tax planning. There is no better time than year-end…

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How Does the Five-Year Look-Back Period for Medicaid Work?

  • Post author:transmitid
  • Post published:November 4, 2014
  • Post category:Blog/Trust and Estate Blog

Medicaid’s five-year look-back period for gifts is a source of confusion to many when planning for long-term care. To start, Medicaid defines a gift as any transfer for less than…

Continue ReadingHow Does the Five-Year Look-Back Period for Medicaid Work?
Read more about the article Asset Protection Opportunity

Asset Protection Opportunity

  • Post author:transmitid
  • Post published:September 30, 2014
  • Post category:Blog/Trust and Estate Blog

Although not much has been written in the mass media about the Ohio Legacy Trust Act (“Act”), the new law is a significant development in the ever changing world of…

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Welcome to our Trusts & Estates blog

  • Post author:transmitid
  • Post published:January 8, 2014
  • Post category:Trust and Estate Blog

Welcome to the Buckingham, Doolittle & Burroughs Trusts and Estates blog.  The purpose of this website is to provide updates and commentaries on recent developments in the world of trust…

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