Normal aging can be challenging, but caring for an aging family member with dementia is particularly difficult. Over the years, we have often seen caregivers suffer from exhaustion, compromising their mental and physical...more
Avoidance of estate taxes is one consideration in estate planning.
Under current law, however, estate tax issues generally affect only the wealthiest 1% of the population, but everyone should be mindful of income tax...more
According to recent statistics, four out of every ten families are blended families.
As you might expect, estate planning for blended families is often complicated. Proper planning requires not only careful financial and...more
Believe it or not, as of your child's 18th birthday, your child is an "adult" in the eyes of the law.
With colleges and many businesses shut down due to COVID-19, your adult child might be living back under your roof and...more
Believe it or not, as of your child's 18th birthday, your child graduated from being a "minor" to becoming a "legal adult."
While your child is home from college this summer or preparing to head off to college in the fall,...more
As estate planners, we have seen it all over the years. What we have learned is that people make some common mistakes.
Whether due to procrastination, lack of follow through, or ignoring their own mortality! This article...more
6/13/2019
/ Beneficiaries ,
Divorce ,
Estate Planning ,
Estate Tax ,
Living Will ,
Power of Attorney ,
Property Owners ,
Revocable Trusts ,
Spouses ,
Succession Planning ,
Tax Planning ,
Trusts
Many people use a revocable trust as part of their estate plan because of its probate avoidance and privacy benefits after death. In addition, many people, whether using a will or a revocable trust, want their beneficiary to...more