Final goodbye: Remembering the celebrities we lost in 2022 Final goodbye: Remembering the celebrities we lost in 2022 Queen Elizabeth II’s death in September was arguably the most high-profile death in 2022, prompting a collective outpouring of grief and respect for…
Why Estate Planning Can Be A Great New Year Resolution For 2023. ‘Tis the Season for Estate Planning The New Year usually offers up a batch of resolutions to help us change our ways and set new goals. We look…
Lifetime Estate And Gift Tax Exemption Will Hit $12.92 Million In 2023 The Internal Revenue Service Today announced new inflation-adjusted limits for 2023 that will allow well-off folks to transfer much more to their heirs tax free during life—or at death.…
The One New Year’s Resolution That Creates Lasting Change Planning for your Future with an Estate Plan. If you think of estate planning as something only ultra-wealthy people need to do, you're not alone. That's a common misconception. Why can…
The Place of the Metaverse and Digital Assets in Estate Planning It is not strange to hear news of people dying intestate, often leading to the loss of valuable property. Innovators continue to create novel uses of technology and thus…
Disability Panel, Would One Benefit You? WHAT IS A DISABILITY PANEL? A Disability Panel defined: a group of people chosen by the Settlor to determine if the Settlor retains the capacity to serve as trustee of her trust. Disability Panels are…
Is it Alzheimer’s? Families want to know, and blood tests may offer answers. Alzheimer’s afflicts 6.5 million Americans, and for many years, the only way to get confirmation of diagnoses was through a spinal tap. Simple blood tests have now…
Imposing reasonable conditions on your loved ones during estate planning is smart, but overly burdensome ones can have disastrous results. Homework must be done right after school. Multivitamins must be consumed daily. Dinner is family time (translation: put electronics away). These…
Things You Need to Know About Qualified Income Trusts When it comes to achieving eligibility for Medicaid, some clients may not realize that in addition to certain resource limitations, they may also need to comply with income restrictions as…
How to Divide Up Personal Possessions Without Dividing the Family Allocating your personal possessions can be one of the most difficult tasks when creating an estate plan. To avoid family feuds after you are gone, it is important to have…