Lambergg's Insiders

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The legal document your bank will silently reject

Welcome back to Lambergg’s Insiders. This week, we are exposing a silent trap hiding in almost every family's filing cabinet. It is a document you likely paid good money for, but that your local bank teller might throw in the trash when your family needs it most. Let's dive in. LEGACY TIP OF...

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The $5,000 timeshare mistake

Welcome back to Lambergg’s Insiders. This week, we are looking at a very specific "kitchen table" mistake. It happens when families are successful enough to buy a second home, a timeshare, or a vacation cabin but fail to realize that real estate doesn't play by the same rules as a bank account...

Mar 02, 2026 60+ affidavit ancillary probate asset protection avoid probate best trust binding legal contract book a call brokerage bulletproof trust setup children's inheritance civil matter cost basis deeds equifax estate estate planning estimated tax bill executor experian form 709 grantee inheritance inherits irmaa irrevocable trust irs joint owner lambergg last will law firm lease agreement. legal fees llc long-term care insurance look-back medicaid medicaid asset protection trust medicare missing money no probate nursing nursing home payable on death philadelphia power of appointment power of attorney president's day. probate probate attorneys probate fees property manager public record revocable trusts sb 1333 senior sheriff squatter ssn step-up in basis tax tax deduction tax law tenant testament texas timeshare transfer on death transferring the house transunion trust agreement trustee wealth management will

Why Medicare won't pay for your nursing home

Welcome back to Lambergg’s Insiders. Today, we are tackling the most devastating threat to middle and upper-middle-class wealth in America: The cost of long-term care. Let's dive in. LEGACY TIP OF THE WEEK The "Safe Deposit Box" Catch-22 Many families who rely on a standard Last Will and Te...

Feb 27, 2026 60+ affidavit asset protection avoid probate best trust binding legal contract book a call brokerage bulletproof trust setup children's inheritance civil matter cost basis equifax estate estate planning estimated tax bill experian form 709 inheritance inherits irmaa irrevocable trust irs joint owner lambergg last will law firm lease agreement. legal fees llc long-term care insurance look-back medicaid medicaid asset protection trust medicare no probate nursing nursing home payable on death philadelphia power of appointment power of attorney president's day. probate probate attorneys probate fees property manager public record revocable trusts sb 1333 senior sheriff squatter ssn step-up in basis tax tax deduction tax law tenant testament texas transferring the house transunion trust agreement trustee wealth management will

Why "Payable on Death" accounts tear families apart

Welcome back to Lambergg’s Insiders. Thank you for the incredible response to Friday’s breakdown on the "Step-Up in Basis." So many of you replied with fantastic questions. Our goal is to ensure your life's work survives the transfer to the next generation without unnecessary taxes, lawsuits, ...

Feb 23, 2026 60+ affidavit asset protection avoid probate best trust binding legal contract book a call brokerage bulletproof trust setup children's inheritance civil matter cost basis equifax estate estate planning estimated tax bill experian form 709 inheritance inherits irmaa irrevocable trust irs joint owner lambergg last will law firm lease agreement. legal fees llc medicaid no probate nursing nursing home payable on death philadelphia power of appointment power of attorney president's day. probate probate attorneys probate fees property manager public record revocable trusts sb 1333 senior sheriff squatter ssn step-up in basis tax tax deduction tax law tenant testament texas transferring the house transunion trust agreement trustee wealth management will

Why putting your house in your child's name is usually a mistake

If you are reading this, you likely spent decades building your assets. Our job is to help you ensure they survive the transfer to the next generation intact. This week, we are tackling the single most common "kitchen table" mistake we see families make: Transferring the house to the kids too ...

Feb 20, 2026 affidavit asset protection avoid probate best trust book a call bulletproof trust setup children's inheritance civil matter cost basis estate estate planning estimated tax bill form 709 inheritance inherits irmaa irrevocable trust irs joint owner lambergg law firm lease agreement. legal fees llc medicaid no probate nursing nursing home philadelphia power of appointment power of attorney president's day. probate probate fees property manager public record revocable trusts sb 1333 senior sheriff squatter ssn step-up in basis tax tax deduction tax law tenant texas transferring the house trust agreement trustee wealth management will

Why the Sheriff won't evict your squatter (and what will)

The "Squatter" Loophole Happy President's Day. The banks are closed today. The courts are closed today. But the professional squatters are working overtime. If you own rental property or even a vacation home you leave empty for weeks at a time, you need to read this briefing. The rules of enga...

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How to love your spouse without accidentally disinheriting your kids

The "Remarriage Trap" Happy Valentine’s Day (almost). We love love. We really do. But as Asset Protection specialists, we also know the uncomfortable truth: Marriage is the single biggest financial contract you will ever sign. And if you are over 60, widowed, or divorced, and considering getti...

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The IRS Just Put "Asset Protection" on the Hit List.

The IRS has just released its 2026 "Dirty Dozen" list, the annual "Most Wanted" list of tax scams they are targeting this year. Sitting right near the top, again, is: "Abusive Trust Tax Evasion Schemes." The Why It Matters: The IRS is deploying its new AI-driven enforcement agents to identify ...

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The "Grey Divorce" epidemic is here (and your Will is useless against it)

The "Grey Divorce" Epidemic: Why Your Will Won't Save You Most people assume the biggest threat to their family wealth is a stock market crash or the IRS. They are wrong. Statistically, the biggest threat to your legacy right now is a judge in family court. While the overall divorce rate in Am...

Feb 06, 2026 asset protection avoid probate best trust book a call bulletproof trust setup child divorce estate estate planning grey divorce inheritance irs lambergg law firm medicaid no probate nursing nursing home senior tax tax deduction tax law wealth management will

How to stop the IRS from taxing 85% of your Social Security

The "Tax Torpedo" Is Live. Here is How to Dodge It. It is February 2nd. By now, a specific document has likely landed in your mailbox: Form SSA-1099. Most retirees glance at it, see their total benefits for 2025, and toss it in the "tax pile." That is a mistake. This year, millions of seniors ...

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$92 Million of Medicaid Money - Gone. (And Why Your Family Home Could Be Next)

The $124 Million Nursing Home Fraud That Changes Everything Last month, while most of America was celebrating the holidays, the New Jersey State Comptroller filed one of the largest nursing home fraud lawsuits in U.S. history. The details are horrifying. But what happened to the families of re...

Jan 26, 2026 asset protection avoid probate best trust book a call bulletproof trust setup estate estate planning inheritance irs lambergg law firm medicaid no probate nursing nursing home senior tax tax deduction tax law wealth management will

IRS Filing Season Opens Today, The One Document You Need Before April 15

Section 1: The $15 Million Estate Exemption Is Now Permanent What Happened: As of January 1, 2026, the federal estate and gift tax exemption has officially risen to $15 million per individual ($30 million for married couples). This is up from $13.99 million in 2025. The big news? It's permanen...

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