Our Estate Planning Blog
Understanding the difference between these two types of trust can be the key to choosing an estate plan that works for you and your family.
Increased interest in estate planning is welcome, but make sure that you have all of the tools in place to protect your family. Making a will might not be enough.
Here are the highlights of the most recent tax changes found in the $2 trillion coronavirus relief bill, which the Senate has approved, and the House recently passed.
With COVID-19 impacting more and more Americans, individuals across the country are scrambling to set up wills and end-of-life directives.
To paraphrase Mark Twain: reports of the death of state estate taxes are greatly exaggerated. In fact, there are recent signs that states are starting to beef up their estate tax laws, instead of tearing them down. This, of course, is bad news for wealthier Americans, who had hoped that state lawmakers would continue burying these taxes.
During the COVID-19 pandemic, having a care plan is an important part of emergency preparedness for older adults and their caregivers.
The Internal Revenue Service is postponing the date for filing gift tax and generation-skipping transfer tax returns and making payments until July 15, 2020, because of the novel coronavirus pandemic.
The US Chamber of Commerce compiled a list of starting points for small businesses seeking relief from the COVID-19 crisis.
With all the media buzz about guardians stealing money from those whom they are meant to protect and overall financial abuse issues involving seniors, it’s a good moment to revisit how surrogate decision-making works.
In these uncertain times, it’s more important than ever to have your legal, financial and medical ducks in a row.
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