When we learned of the original provisions in the Build Back Better Act, many individuals... [Read more...]
Living in a Digital World and the Importance of Planning for Cryptocurrency
Cryptocurrency has become increasingly popular as a form of investment in recent years. More and... [Read more...]
Tax Planning for 2022
Planning is important for your income taxation during life as well as for any estate... [Read more...]
Try This New Year’s Resolution: Review Your Estate Plan
As the New Year looms, review your estate plan to help maintain it in good... [Read more...]
What You Need to Know about a Special (Supplemental) Needs Trust
A special needs trust, sometimes referred to as a supplemental needs trust, is a specific... [Read more...]
What Is a Crummey Notice?
Although a Last Will and Testament remains the most common way to distribute an estate,... [Read more...]
Neither Age Nor Health Determines Whether You Need an Estate Plan
Most people associate Estate Planning with the elderly or very wealthy. This article by my... [Read more...]
It Can Be Scary to Die Without an Estate Plan…the HORRORS of Intestacy
Many souls believe that if they lack means, they do not need an estate plan.... [Read more...]
Seniors – How to Avoid Holiday Scams
During the holidays most people make an extra effort to be friendly and embrace the... [Read more...]
Don’t be a Turkey – Use Your Annual Per Donee Exclusion Amount
As fall turns into winter and the holiday season arrives, it’s natural to review the... [Read more...]
Can I Modify My Living Trust?
Like many people, you may include a living trust in your estate plan. As the... [Read more...]
The Addicted Beneficiary: A Problem and a Solution
If one of your loved ones has a substance abuse problem, an inheritance may make... [Read more...]
