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We Want to Draft Your Legacy

Is Estate Tax Exemption Going to Change?

December 7, 2021
The new numbers mean that wealthy taxpayers can transfer more to their heirs tax free during life—or at death. A lot more.
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What Estate Planning Does My Child Need at 18?

December 6, 2021
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.
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Some Common Mistakes with Medicare

December 3, 2021
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.
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Do Gifts Count Toward Estate Taxes?

December 2, 2021
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.
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Does Anyone Know Where Your Money Is?

December 1, 2021
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.
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Can Cryptocurrency Be Inherited?

November 30, 2021
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.
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Do College Kids Need Estate Planning?

November 29, 2021
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.
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Why Is an Estate Plan Important?

November 26, 2021
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 Say Not to Take Low-Dose Aspirin

November 25, 2021
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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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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