Can I Protect My Elderly Parents?
November 29, 2022
As the American population of seniors continues to expand, the need for intentional estate planning becomes more urgent, especially for the children of aging parents.
Can You Prevent Family Fights over Inheritance?
November 28, 2022
In early 2022, Bloomberg News reported that Americans can expect to inherit $72.6 trillion over the next quarter century—more than twice as much as a decade ago. With so much potential generational wealth on the line, there is always a risk that it will become the subject of a dispute.
Could Your Estate Plan Be a Disaster?
November 22, 2022
We’re all looking to save taxes, court costs, legal fees and ‘make it simple’ for our heirs. A last will and testament is the cornerstone of all estate planning, maybe with a trust.
What Happens When Inheritances are Unequal?
November 8, 2022
Robert, the older brother, and Lon, the younger one, were close as they were growing up in the Queens borough of New York City. However, when their mother passed away and left the bulk of her estate to Robert, Lon was devastated.
Are You Ready for 2026?
November 3, 2022
Because once 2026 arrives, many of the tax adjustments that were part of the 2017 Tax Cuts and Jobs Act (TCJA) are expected to expire.
What Is Upstream Planning?
October 31, 2022
Doing some ‘upstream’ planning now will take the guesswork out of what’s coming your way.
Top 10 Success Tips for Estate Planning
October 27, 2022
Estate planning is one of the most important steps you can take for yourself and your loved ones.
Estate Planning Considerations for Minor Children
October 25, 2022
When preparing estate planning documents, certain beneficiaries may need more protection than others. One particular class of beneficiaries that needs to be intentionally considered is minor children.
Estate Plans Can Protect against Exploitation
October 18, 2022
According to experts, despite increased phishing emails and robocalls, it is far more common for financial exploitation to be committed by people who know the victim, such as relatives, caregivers, neighbors, or ‘friends.’
Can a Trust Be Created to Protect a Pet?
October 13, 2022
With the largest spike in mortality in the United States in a century, following the onset of the pandemic, providing for one’s pets after death has become a growing topic of conversation for many animal lovers across the country.