Preparing to Comply with the Corporate Transparency Act
On January 1, 2024, beneficial ownership information (“BOI”) requirements under the Corporate Transparency Act (“CTA”) are scheduled to take effect.…
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…
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…
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…
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…
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,…
Protecting Your Estate Plan
So you finally did it … you met with an estate planning attorney and have the perfect plan in place. …
SECURE Act
SECURE Act and the Death of the Stretch-IRA As you may have heard, the Setting Every Community Up for Retirement…
Welcome To Our Blog
We established this blog to share stories and information about topics relevant to our practice. Our intent is to regularly…
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…
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…
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.…
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…
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.