What are the benefits of a Living Trust?

April 18, 2022 | Articles | Estate Planning

If you’re putting together an estate plan, you have no doubt heard about the benefits of a living trust.

How Do I Avoid Probate?

April 17, 2022 | Estate Planning

There are good reasons why people want their estates to avoid probate, and a lot of ways to do it.

Pay Less Taxes on Your Retirement Funds

April 15, 2022 | Elder Law | Estate Planning | News | Probate

You don't get to use all the money in your traditional 401(k) and IRA for retirement because you still have to pay taxes on it.

Bill Would Make Long-Term Care Insurance Affordable

April 14, 2022 | Estate Planning

Legislation introduced last week in the House of Representatives would reform the tax code in an effort to make long-term care insurance more affordable and accessible for older adults.

How to Handle Digital Assets in a Will

April 13, 2022 | Elder Law | News

The rapid rise in circulation and growing popularity of cryptocurrencies is prompting attorneys and estate planners to adjust, as digital assets are inherited through wills, trusts and estates, according to experts who warn of the danger of lost or misappropriated assets.

How Do You Get a Power of Attorney?

April 12, 2022 | Articles | Elder Law | Estate Planning

To get power of attorney (POA), the person granting you that power must name you as the agent to have the powers specified in the POA document. It must be signed by the giver while s/he is sound of mind.

What are the Current Gift Tax Limits?

April 10, 2022 | Articles | Elder Law | Estate Planning | News

In 2017, Congress doubled the exemption starting in 2018, and the amount will continue to rise with inflation through 2025. This expansion helped reduce the number of taxable estates to about 1,300 for returns filed in 2020 from about 5,200 in 2017, according to the latest IRS data.

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What are the benefits of a Living Trust?

How Do I Avoid Probate?

Pay Less Taxes on Your Retirement Funds

Bill Would Make Long-Term Care Insurance Affordable

How to Handle Digital Assets in a Will

How Do You Get a Power of Attorney?

What are the Current Gift Tax Limits?

Some Financial Concerns Before Remarrying

Is Your Elderly Parent Being Scammed?

What are Biggest Estate Planning Mistakes?

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