December 8, 2021 •
Estate Planning 
At such an emotional time, more paperwork is probably the last thing you want on your to-do list. However, taking a few key steps is critical to your financial future.
Read MoreDecember 7, 2021 •
Estate Planning 
The new numbers mean that wealthy taxpayers can transfer more to their heirs tax free during life—or at death. A lot more.
Read MoreDecember 6, 2021 •
Estate Planning 
Picture this…your child is in the hospital, but the on-call doctor won’t talk to you let alone allow you to weigh in on medical decisions. While hospitalized, your child’s bills are going unpaid because you can’t access their accounts—potentially wreaking havoc on their financial credit. Why? Because they’re over the age of 18.
Read MoreDecember 3, 2021 •
Estate Planning 
For millions of American retirees, Medicare is literally a lifesaver. If we live long enough, most of us will someday benefit from this federal health care insurance program.
Read MoreDecember 2, 2021 •
Estate Planning 
A recipient of a gift does not pay income taxes on the gift. However, the gift-giver may pay gift taxes, unless one of two exemptions applies.
Read MoreDecember 1, 2021 •
Estate Planning 
Even those who have saved and invested well may not be sharing their financial information with a spouse or loved one. It’s time to do that now.
Read MoreNovember 30, 2021 •
Estate Planning 
If you’re merely dipping your toe in cryptocurrency, it can be hard to imagine your crypto as something worth talking to an estate attorney about. But that $100 in fun money could grow to a significant percentage of your total investments, sometimes overnight.
Read MoreNovember 29, 2021 •
Estate Planning 
As a legal adult after attaining the age of 18, your child should have in place several legal documents that will allow you to provide support and obtain information, if something unexpected happens to your child.
Read MoreNovember 26, 2021 •
Estate Planning 
While no one wants to think about his or her own death, planning for the inevitable is an important part of protecting your assets and those you love.
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Doctors should no longer routinely start most people who are at high risk of heart disease on a daily regimen of low-dose aspirin, according to new draft guidelines by a U.S. panel of experts.
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