Myth: A Will Avoids Probate
Myth: A Will Avoids Probate Many people believe that once they have created a Will–whether drafted by an experienced attorney…
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Giving to Charity
Giving to Charity Giving to Charity We are all blessed to live in a giving community. Over the years, I…
Estate Tax Exemption and Annual Gift Tax Exclusion for 2023
Estate Tax Exemption and Annual Gift Tax Exclusion for 2023 Official Estate and Gift Tax Limits for 2023 The Internal…
Does equal mean fair in estate planning? (Originally posted on January 19, 2018)
Does equal mean fair in estate planning? Our clients, as parents, want to treat their children fairly and equally. Splitting…
The Inflation Reduction Act of 2022 – As Proposed
The Inflation Reduction Act of 2022 – As Proposed The Inflation Reduction Act of 2022 as Proposed – No Direct…
Planning Checklist For Those Assisting Elderly Family Members
Planning Checklist For Those Assisting Elderly Family Members I gave a presentation a few years ago at a local assisted…