Before the pandemic, Americans were more mobile than ever. When you move, you have to... [Read more...]
Use the Exclusion or Lose It
Currently, each person can give $11.58 million during life or at death. However, that amount... [Read more...]
SSI and SSDI – Understanding the Difference
If you have a physical or mental disability, it likely impacts your ability to work.... [Read more...]
Assignment and Nominee
What’s an “Assignment and Nominee” agreement and what does it do? Some attorneys use such... [Read more...]
Leaving Assets Can Be Tricky – Part 3
Leaving assets to your adult children or other beneficiaries may seem simple. But in many... [Read more...]
Leaving Assets Can Be Tricky – Part 2
Leaving assets to your adult children or other beneficiaries may seem simple. But in many... [Read more...]
Leaving Assets Can Be Tricky
Leaving assets to your adult children or other beneficiaries may seem simple. But in many... [Read more...]
Low-Interest Loans: An Estate Planning Technique
The coronavirus has caused upheaval in society and the economy. But, this unique time also... [Read more...]
Avoiding Family Chaos in the Coronavirus Age
In this era of coronavirus, planning is more important than ever. This article includes a... [Read more...]
The Basics: Powers of Attorney for Healthcare
Powers of Attorney are part of even the simplest estate plan. A Power of Attorney... [Read more...]
Removing Life Insurance from the Taxable Estate
Life insurance is included in the taxable estate typically. A trust is a great way... [Read more...]
The Basics: Financial Power of Attorney
Powers of Attorney are part of even the simplest estate plan. A Power of Attorney... [Read more...]
