January 7, 2021 •
Estate Planning ![]()
We need to make sure your legal toolbox has the right tools for the job and that you understand how each of them work, just like an owner’s manual.
Read MoreJanuary 6, 2021 •
Estate Planning ![]()
Done right by a lawyer, your heirs can avoid the expense and time of probating your will and may save on estate taxes, while easing the administration of your affairs while alive and after you have gone.
Read MoreJanuary 5, 2021 •
Estate Planning ![]()
If you pass away without a will, a state court generally decides who gets your assets and, if you have children, who will care for them.
Read MoreJanuary 4, 2021 •
Estate Planning ![]()
You must now make sure that your loved ones have access to your digital assets should you die.
Read MoreDecember 28, 2020 •
Estate Planning 
When people talk about “aging gracefully,” they’re usually referring to physical appearance. However, you can also have a gracefully aging mind.”
Read MoreDecember 25, 2020 •
Estate Planning ![]()
In a nutshell, an estate plan encompasses the accumulation, conservation and distribution of an estate. Done well, it will enhance and maintain the financial security of the next generation.
Read MoreDecember 24, 2020 •
Estate Planning ![]()
With the prospect of a Biden administration potentially raising tax rates and cutting estate tax exclusion amounts in half, some well-off taxpayers may be looking for a way to ease their burden, even while contributing to their favorite charities. A donor-advised fund may well be that opportunity.
Read MoreDecember 23, 2020 •
Estate Planning 
A recent court order could give up to 15,000 Vietnam veterans previously denied disability benefits, an average of $28,000 in backdated payouts, but federal officials could still yet try to appeal the ruling in coming weeks.
Read MoreDecember 22, 2020 •
Estate Planning ![]()
If you get bogged down with a high balance that you can’t easily afford to pay off, it can take years to get out of debt. However, what happens to your credit card debt, if you die before you’ve repaid it?
Read MoreDecember 21, 2020 •
Estate Planning ![]()
IRAs are a great way to save for retirement, but what happens if you contribute to a Roth IRA and your income is too high? Or you contribute more than you're allowed to a Roth or traditional IRA?
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