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Addressing Elder Abuse – Part 2

  • Jun 12
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With the COVID-19 pandemic and shelter-in-place orders, behavior that might normally raise red flags for elder abuse could easily be overlooked as normal safety precautions.  Social isolation and distancing an elder from loved ones is a common tactic for individuals perpetrating elder abuse.  If you asked yourself these questions today, the answer to all would

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Addressing Elder Abuse – Part 1

  • Jun 5
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Every day, headlines throughout the United States paint a grim picture of seniors who have been abused, neglected, and exploited, often by the people they trust the most. Abusers may be spouses, family members, personal acquaintances, professionals in positions of trust, or opportunistic strangers who prey on the vulnerable.  Elder abuse can mean physical and

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SECURE Act

  • Feb 4
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SECURE Act and the Death of the Stretch-IRA As you may have heard, the Setting Every Community Up for Retirement Enhancement Bill of 2019 (the “SECURE Act”) was signed into law on December 20, 2019.  We want to alert you to the implications of this new law, which substantially impacts inherited IRAs. The SECURE Act

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Welcome To Our Blog

  • Sep 17
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We established this blog to share stories and information about topics relevant to our practice. Our intent is to regularly provide posts highlighting legal issues of local, state and national interest that we think you will find interesting. Check back later for updates.

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Donor-Advised Funds

  • Consultation
  • Mar 1
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Thinking of making a charitable gift? Consider a Donor-Advised Fund. If you’re thinking of making a charitable donation, whether as part of your estate plan or during your lifetime, a donor-advised fund (DAF) has many benefits to consider. It offers a convenient and attractive alternative to directly giving to charities (or, for some families, to

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Recent Post

  • JULY 24, 2025 | Estate Planning Update 24 Jul 2025
  • UPDATE: Recent Ruling Impacts CTA 17 Dec 2024
  • Preparing to Comply with the Corporate Transparency Act 04 Nov 2024

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