When you are planning your estate of course your family members are going to be your first priority, but when you have reached your twilight years you may well take a long look at the totality of your legacy. As the end of your life beckons you may recognize how fortunate you have been and […]

If you’re just starting to consider your legacy, when you begin looking into the subject of estate planning you will see the topic of probate avoidance mentioned quite a bit. With this in mind let’s provide some of background. Everyone has heard of the last will, and if you use your last will as the […]

The firm hosted a series of estate planning seminars for the public in January and March.  Future seminars are scheduled for June 14th, 15th, and 16th. In this popular seminar, we discuss why most estate plans fail to address the real problems that real people face, and what to do about it.  The seminar offers […]

When you sit back and take stock of your legacy the transfer of assets to your loved ones will be a priority, and of course this is what estate planning is all about. However, once you start to think along these lines the period of time that leads up to the trigger event may also […]

By popular demand, in June we will resume our monthly Bootcamp for Advisors series, where we provide 16 hours of continuing education to insurance professionals, certified public accountants, and certified financial planners, on planning techniques that can help them better serve their clients.  The new seminar has been updated to reflect planning techniques under the […]

One of the most pressing issues within the elder law community these days involves the high and rising costs of long-term care. The national average for a year in a private room in a nursing home is upwards of $85,000, and a 12 month stay in an assisted living facility costs an average of nearly […]

It is said in the field of mathematics that the simplest solution is the most elegant, and this is something that is universally applicable. When it comes to estate planning it is often times difficult to keep things simple because of the intricacies of the tax codes, Medicaid and Medicare rules, the probate process, and […]

The first half of 2011 has proven to be a busy one for the Morton Law Firm.  As part of our ongoing commitment to cutting edge service to our clients, firm members attended seminars throughout the country during the early months of the year: Veteran’s Special Pension Benefits for Aid and Attendance, held in Dallas […]

In the United States today the average life expectancy is 78.4 years of age, and unfortunately this fact leads many people to proceed with the mistaken belief that they don’t need to have an estate plan in place because it is not going to become relevant until they reach their 70s. This is untrue for […]

When you have been planning for your retirement years throughout your working life and the finish line starts to come into focus you may have some questions about the details of your Social Security benefits. Most Americans count on Social Security as a sure source of retirement income and plan accordingly throughout their lives. But […]