Estate planning requires specialized planning when you have a child with special needs. Looking to the future as to how your child will be able to function in the world as they age is particularly tricky to assess. What is the child’s long-term prognosis and what type...
Estate planning has “gotten a raise’ in terms of the increased estate and gift tax exemption, but even more important, the effects of the pandemic has focused attention on the need – the needs of family members, and the needs of charitable organizations.
In 2021, the estate and gift tax exemption rises. Learn how current giving can benefit both donor and donee.
More than six million Viet Nam war veterans are still alive, most retired. An important part of our practice consists of helping veterans and their survivors obtain VA benefits.
Our tax laws serve as good matchmakers, helping magic happen when your favorite charities and your IRAs “meet”.
Should all children be treated the same in an estate plan? Not everyone agrees whether that should be the case. If you are going to create an imbalance, talk over that decision with your children now, is the advice.
While many designate their oldest child as exeucutor, trustee, or Power of Attorney, it is better to select agents in accordance with their expertise and ability to manage those duties.
There are opportunities to use IRA accounts in estate and tax planning because of the two latest pieces of legislation called CARES and SECURE.
Estate planning is a way to say thank you to those who’ve supported you and thos whom you wish to support.
The built-up equity in your home is an important factor in both retirement and estate planning. Do you envision your heirs wanting to someday occupy that home? If so, learn ways to use your home equity now to help in your own retirement planning, still preserving the home for heirs.