Preparing to Comply with the Corporate Transparency Act

On January 1, 2024, beneficial ownership information (“BOI”) requirements under the Corporate Transparency Act (“CTA”) took effect.  These requirements may…

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Higher Gift Tax, Estate Tax, and Generation-Skipping Transfer Tax Exclusions for 2024

Increased Annual Gift Tax Exclusion On January 1, 2024, the gift tax annual exclusion increases to $18,000 per person (up…

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Trustee Compensation – What is Reasonable?

Serving as trustee of a trust can be a daunting task. You are likely dealing with the loss of a…

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Addressing Elder Abuse – Part 3

It is estimated that millions of older adults, from all walks of life, encounter harmful scams every year. By knowing…

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Addressing Elder Abuse – Part 2

With the COVID-19 pandemic and shelter-in-place orders, behavior that might normally raise red flags for elder abuse could easily be…

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Addressing Elder Abuse – Part 1

Every day, headlines throughout the United States paint a grim picture of seniors who have been abused, neglected, and exploited,…

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Protecting Your Estate Plan

So you finally did it … you met with an estate planning attorney and have the perfect plan in place. …

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SECURE Act

SECURE Act and the Death of the Stretch-IRA As you may have heard, the Setting Every Community Up for Retirement…

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Welcome To Our Blog

We established this blog to share stories and information about topics relevant to our practice. Our intent is to regularly…

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THE NUTS AND BOLTS OF AN ESTATE PLAN

    Estate planning is the process of planning for the transfer of your assets at death to beneficiaries you…

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Donor-Advised Funds

Thinking of making a charitable gift? Consider a Donor-Advised Fund. If you’re thinking of making a charitable donation, whether as…

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ESTATE PLANNING FOR LONG-TERM CARE.

About 70% of individuals over age 65 will require at least some type of long-term care services during their lifetime.…

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Health Care Decision Making: From Basic to Advanced

Estate planning is much more than just directing how your assets should be distributed after your death. An equally important…

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NOTE: The information contained herein is not intended to be legal advice and the reader should know that no Attorney-Client relationship or privilege is formed by the posting or reading of this article which is also not intended to solicit business.