The estate and gift tax exemption is set to be cut in half in 2026. Proper planning may be necessary to make sure you are taking full advantage of the current exemption.
Being appointed conservator of a loved one is a serious responsibility. As a conservator, you are...
May 2, 2022 | Estate Planning
One of the many factors to consider when setting up a trust is whether to make it a grantor trust or a non-grantor trust. While a grantor trust is more common, a non-grantor trust can be useful in certain circumstances.
Apr 25, 2022 | Elder Care
If you apply for long-term care assistance through Medicaid and your application is denied, it may feel hopeless. The good news is that you can appeal the decision.
Apr 18, 2022 | Business Planning
Succession planning for small businesses can avoid problems for your business and your family. Consider tax planning, trusts, buy-sell agreements, and life insurance. Estate planning includes review of wills, powers of attorney, and medical directives.
Apr 12, 2022 | Estate Planning
If your spouse dies, you may have to decide whether or when to sell your house. There are some tax considerations that go into that decision.
Apr 4, 2022 | Estate Planning
If you are about to turn 70,and have delayed claiming Social Security retirement benefits up till now, you are joining an elite group, but it’s important to know when and how to claim.
Mar 28, 2022 | Estate Planning
Sports fans with season tickets may want their families to enjoy the tickets after they are gone but passing on these tickets is not always simple.