While most of us will benefit from a properly drafted estate plan, sometimes people ask if they can take the…
People are sometimes very serious when thinking about creating an estate plan, but the process doesn’t need to be a…
If you are nearing retirement age, be sure to avoid these three common pitfalls related to Medicare: Don’t miss the…
We encourage people to take control of their future with my Social Security at www.socialsecurity.gov/myaccount. Create a “my Social Security…
As you may have heard, effective January 1, 2018, the federal estate, gift and generation-skipping transfer (GST) tax exemption amounts…
Our previous post shared five estate planning suggestions or tips. Here are three additional “hints” that might help you better-manage…
Based on some of the most frequently asked questions or common misconceptions, here are five potentially-helpful estate planning hints: Create…
People are sometimes unsure about their estate planning or elder law requirements, or even about the types of support or…
People are sometimes surprised to discover that a comprehensive estate plan will include provisions for special needs family members and…
The simple advantage of a revocable trust for probate avoidance is that, when it is established and properly funded, it…