Death Taxes, Estate Taxes, Inheritance Trusts Capital Gains Tax Tips Your “basis” for calculating capital gains taxes is what you paid for the stock or the real estate. For real … September 22, 2022 2 MIN READ
Estate Planning, Estate Taxes The Value of Revising Your Estate Plan You should strive to review your estate plans every few years. While it might not seem like it many events … July 7, 2022 2 MIN READ
Asset Protection, Estate Planning Advice on Removing an Executor from an Estate After a person is named an executor the individual takes on the obligation to adequately and promptly complete the estate’s … July 7, 2022 2 MIN READ
Caregiving, Elder Law, Senior Health Care Feds Issue Warning about Denying Care to Individuals with Disabilities Federal workers are currently reminding the country’s health care workers that withholding treatment due to an individual’s disability is frequently … July 7, 2022 2 MIN READ
Elder Law, Senior Financial Exploitation Staying Away from Financial Elder Abuse A 90-year-old woman is a recent victim of elder abuse. The financial scammers hacked into the woman’s account and removed … July 7, 2022 2 MIN READ
Estate Planning, Estate Taxes Taking Advantage of the Estate Tax Portability Provision The estate tax exemption is slated to return to $5 million in 2026. For married individuals the exemption is considered … July 5, 2022 2 MIN READ
Estate Planning, Special Needs Trust What You Should Know About Creating a Special Trust for Your Elderly Loved One Many adults with special needs children routinely worry about how the child will survive when the parent can no longer … July 5, 2022 2 MIN READ
Elder Law, Elder Law for the Gay Community, Long Term Care Planning The Stonewall Era of LGBTQ+ Elders Approaches Long-Term Care One new study found that many LGBTQ+ individuals worry that prejudices held by long-term care facility staff could continue placing … July 5, 2022 2 MIN READ
Elder Law, Senior Health Care Health and Human Services Lengthens Deadline for State Improvements to Some Medicaid Services The Department of Health and Human Services through the Centers for Medicare & Medicaid Services recently notified states that they … July 5, 2022 2 MIN READ
Estate Planning Estate Disputes Continue in Estate of James Brown James Brown’s life was full of life music and manic energy. It was also full of broken marriages estranged children … December 31, 2014 3 MIN READ
Newspaper Column Accepting What Is As estate planners, we consistently meet with people who are suffering from traumatic relationships with their children or grandchildren. Children … September 30, 2025 2 MIN READ
Estate Planning, Gift tax, Trusts GRATs – A Good Idea in this Low Interest Rate Environment? A post over at Think Advisor last week provides some helpful insight into one financial and estate planning tool which … August 6, 2013 2 MIN READ
