
Does a will expire? Is a will prepared over 20 years ago still valid? Starting an estate plan can be overwhelming, and when it comes to the last will and testaments you probably have many questions. You are not alone. Read More …
Does a will expire? Is a will prepared over 20 years ago still valid? Starting an estate plan can be overwhelming, and when it comes to the last will and testaments you probably have many questions. You are not alone. Read More …
Wondering how to avoid, or reduce, the estate tax? With the federal estate tax exemption possibly about to be lowered, many find themselves thinking about steps they can take to pass as much wealth onto their heirs and keep their Read More …
After a Medicaid recipient dies, the state must attempt to recoup from his or her estate whatever benefits it paid for the recipient’s care. This is called “estate recovery.” For most Medicaid recipients, their house is the only asset available, Read More …
Parents and other family members who want to pass on assets during their lifetimes may be tempted to gift the assets. Although setting up an irrevocable trust lacks the simplicity of giving a gift, it may be a better way Read More …
While it remains unclear exactly what tax changes President Biden’s administration will usher in, a new administration usually means that tax code changes are coming. Two possibilities are that the new administration will propose lowering the estate tax exemption and Read More …
Long-term care involves not only a loss of personal autonomy; it also comes at a tremendous financial price. Proper long-term care planning can help your family prepare for the financial toll and protect assets for future generations. Long-term care can Read More …