Gifts to Your Family the IRS Won’t Tax

Don’t allow ongoing political and financial uncertainties to hold you back from providing tax-free gifts that can benefit your family. Despite the speculation surrounding these matters, you still have the opportunity to make tax-free annual exclusion, medical-payment, and educational gifts.   By taking advantage of these gift options, you can support and contribute to the …

The Advantage of Strong Financial and Estate Planning Advisors

Financial abuse and fraud targeting older individuals cost anywhere from $2.6 billion to $36.5 billion annually, as estimated by the National Council on Aging.  This is a sad reflection of our society.   To protect yourself from financial exploitation, it is best to create a comprehensive estate and financial plan that will ensure your protection …

Do You Really Need an Estate Planning Attorney?

Do you really need an estate planning attorney

There is a widespread misconception that estate planning is simply a method of directing one’s assets to designated beneficiaries in the event of death. That’s simply too narrow of a view. Estate planning is necessary—crucial, in fact—in the event that you become incapacitated or otherwise need a loved one to manage your finances. This can …

Dying Without a Will

Dying without a will

Recently, I met with a client who had lost their spouse.  They owned a home together and had purchased the real estate 40 plus years ago. In order to sell the home, since the spouse passed without a Last Will and Testament, the surviving spouse could not sell the home.  They would have to resolve …