Did you know that health care directives can be critical estate planning documents that are often overlooked in comparison to other planning items like a last will and testament? It can be important, however, to make health care directives part…
Read More
With the new administration underway, many tax professionals have been discussing possible estate tax changes that may take place. While little has been decided yet, there are several changes expected. Did you know that these include alterations…
Read More
When it comes to estate planning, have you considered hiring a local estate planning attorney? Hiring local can make a big difference for a number of reasons. Let us discuss some of those reasons in more detail here.
First, a local attorney is m…
Read More
Have you made a move recently? While your check list may seem lengthy, take care to include one very important item. Update your estate plan. Relocating can have significant impacts on the effectiveness of your estate plan and merit updating acc…
Read More
Irrevocable Life Insurance Trusts (ILITs): Why Now?
Currently, the federal estate, gift, and generation-skipping transfer (GST) tax exemption equals $11.58 million per taxpayer. Assets included in a decedent’s estate that exceed the decedent’s re…
Read More
As an estate planning attorney, I am lucky to be able to help guide clients as they thoughtfully plan for their loved one’s futures. Estate planning is an act of love, a gift that an individual passes on after they have gone.
Read More
Pandemic fatigue - many people right now are feeling weary and wondering when everything will get back to “normal.” How about instead of waiting around for “normal” to happen, we live our best lives in the here and now?
Read More
Many wish to leave their home to their children. Proposition 19 will make this more difficult, forcing many to sell the home because of significantly increased property taxes.
Read More
Kevin stands at the door of Winnie’s nursing home room, tears streaming down his face. The medical staff just finished inserted a feeding tube into Winnie – an act Kevin knew she didn’t want. Unfortunately, Winnie couldn’t express her wishes…
Read More
The social insurance program was established in 1935 by the US federal government with the purpose to provide retirement, disability, and survivors’ benefits. Since that time, in part due to the disappearance of extended family networks, an increas…
Read More
