Most families with children of special needs rely on Supplemental Security Income (SSI) benefits administered... [Read more...]
Gifting Can Be Complicated
By now, most wealthy people know that the current gift tax exemption lifetime limit in... [Read more...]
Decanting: It’s not Just About Wine
Decanting is a familiar process in winemaking as well as in chemistry. However, it is... [Read more...]
Estate Planning Concerns of the LGBTQ+ Community and Solutions
If you’re an unmarried partner in a LGBTQ+ couple, you know that if one partner... [Read more...]
Planning Tip: Make a List of Your Trust Assets
A primary benefit of creating a Revocable Living Trust is to avoid having your estate go... [Read more...]
IRA Distributions and Children: A Probem and a Solution
Retirement accounts play an important role in estate planning, one of the main benefits being... [Read more...]
Does Life Insurance’s have a Role in an Estate Planning?
Life insurance can be a powerful estate planning tool. There are several roles it can... [Read more...]
State Income Taxation of Social Security Benefits
The pandemic has had a long-lasting influence on our culture, including encouraging relocation at previously... [Read more...]
What Everyone Should Know about the New FDIC Regulations
Although revocable trusts are the centerpiece for many estate plans, many clients are confused by... [Read more...]
Intestate Succession Explained
One of the most important concepts that the average layperson should understand in the area... [Read more...]
What Does It Cost for An Elderly Parent to Remain at Home?
Broaching the subject of moving to a retirement facility with a parent is typically not... [Read more...]
With Whom Should You Discuss Your Estate Plan?
There are many number of decisions that must be made when you are creating your... [Read more...]
