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

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

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

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

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

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

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

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

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

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

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

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

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