Paving the Way For the Future: An Estate Planning Guide for Millennials
As a millennial, the term “estate planning” might feel distant and unrelated to your current life stage. After all, you
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A Supplemental Needs Trust Can Secure the Future for People With Disabilities
When mapping out an estate plan for a loved one with disabilities, one of the most powerful tools at your
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Comprehensive Estate Planning for Today’s Blended Families
As our societal structures continue to evolve, blended families – those composed of children from previous relationships – are more
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Last Wishes: How to Write a Letter of Final Instructions
Planning for life’s end can be an emotional task, but it’s an important one. A well-crafted letter of final instructions
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Tips for Choosing the Right Executor for Your Will
For many, drafting a will is an essential step in estate planning, but the process doesn’t end there. Choosing the
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Five Key Facts About the Federal Gift Tax
The federal gift tax can be a factor if your estate is going to be exposed to the estate tax.
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Long-Term Care Costs Are Looming – Medicaid Can Help
Elder law attorneys help clients prepare for future Medicaid eligibility. Why is this important when you know you will qualify
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Is an Irrevocable Trust Really Irrevocable?
Irrevocable trusts are often seen as unchangeable fortresses in estate planning. Once created, neither the grantor nor the beneficiaries can
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Important Subjects to Discuss with Your Estate Planning Attorney
The decisions made when creating an estate plan are highly personal decisions. Understandably, it may be uncomfortable to discuss these
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Planning for the Possibility of Dementia
Just as most people would prefer not to have to spend much time contemplating their own death, most people would
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How to Prepare for Retirement
It seems as though we are all told to start retirement planning the moment we enter the work force. Of
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Don’t Be a Turkey – Take Advantage of Your Annual Per Donee Exclusion Amount
The holidays are a great time to review the past year and make plans for the upcoming one. Part of those plans should be reviewing your Estate Plan and considering what, if any, steps you should take to help you achieve your goals. One of the easiest, but most overlooked, ways to do some quick planning is to take advantage of the annual per donee exclusion amount which can have a tremendous impact on reducing the estate without use of the applicable exclusion amount.
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