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We Want to Draft Your Legacy

How Much can You Inherit and Not Pay Taxes?

November 24, 2021
Unless you spend your winters in Aspen and your summers in the Hamptons, you probably don’t have to worry about paying federal estate taxes on an inheritance. In 2021, the federal estate tax doesn’t kick in unless an estate exceeds $11.7 million.
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Who Pays Mortgage When I Pass Away?

November 23, 2021
One important aspect of estate planning is deciding what will happen to your home after you die. The answer might be fairly cut and dry if the home is fully paid for. If it’s not, though, you’ll need to consider the financial ramifications for your estate and for the person who inherits the home.
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How Do You File Taxes If Your Spouse Dies?

November 23, 2021
About 1.5 million Americans become widows and widowers in a normal year, but the pandemic has boosted that significantly. The National Center for Family and Marriage Research at Bowling Green State University estimates that about 380,000 of more than 700,000 people in the U.S. who have died from Covid were married.
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How Does Power of Attorney Work?

November 19, 2021
For many families with elderly people or engaged in estate planning, power of attorney is essential, especially if the elderly person’s mental abilities are compromised. Having someone who can take care of legal and financial matters can make this part of life far easier. However, power of attorney is a sweeping grant of authority.
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What a Will Won’t Accomplish

November 18, 2021
That last will and testament you have tucked away? It may not be the last word on what happens to your stuff after you are gone. Instead, that legal document’s directives for doling out your wealth may be overruled by other paperwork and relevant laws.
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What Do I Do with Estate Plan after Divorce?

November 18, 2021
Major changes in your life—such as marriage, having a baby, moving out of state, or divorce—should prompt a revisit to your current will. It is important to revise your will at these times, in order to ensure that your estate planning is up to date.
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What Should I Eat to Help Me Sleep?

November 16, 2021
Nutritionists share which bedtime snacks can help you catch the most winks.
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Before They’re Gone — Estate Planning Strategies

November 15, 2021
If you have not already been inundated with invitations to webinars, articles and newsletters regarding the estate planning you should consider doing before new legislation passes, you undoubtedly will receive these over the next few months.
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What Do I Need to Do During Medicare Open Enrollment?

November 12, 2021
It’s hard to escape the Medicare ads that fill the airways each fall, when insurance companies vie for beneficiaries’ attention during the annual open enrollment period. Running from Oct. 15 through Dec. 7, this period is when the more than 63 million Medicare beneficiaries can pick a new Medicare Part D drug plan, a new Medicare Advantage plan, or switch from Original Medicare into a Medicare Advantage plan or vice versa.
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Talk to Parents about Estate Planning without Making It Awkward

November 11, 2021
Discussing estate planning with your parents is a conversation that can be difficult to have. You might not want to think about the day they are no longer here, or even consider that they might experience a decline in health that severely limits their ability to think clearly or communicate with you.
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Jupiter, FL 33458

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