Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2022 is just starting, it’s not too early to think about planning for whatever it may … [Read more...] about Tax Planning for 2022
Cryptocurrency has become increasingly popular as a form of investment in recent years. More and more established financial institutions recognize cryptocurrency and allow its use. As cryptocurrency … [Read more...] about Living in a Digital World and the Importance of Planning for Cryptocurrency
While we are on the topic of updating your plan, you should consider one of the most important documents - your Trust and/or Will. Read More from The American Academy of Estate Planning Attorneys. … [Read more...] about Updating Your Plan: Your Trust or Will
It’s as a good of a time as any to think about updating your plan. This includes your entire plan, including Powers of Attorney. Powers of Attorney are part of even the simplest estate plan. A Power … [Read more...] about Updating Your Plan: Powers of Attorney
When you’re deciding to whom to leave assets, most people choose their children or other descendants. However, you also need to decide on the “contingent remainder” beneficiary. In other words, who … [Read more...] about What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary?
A Health Care Power of Attorney appoints someone to make decisions for you if you’re not able to do so for yourself. An Advance Directive expresses your wishes regarding end-of-life decisions. During … [Read more...] about Staying Current is Especially Important in the Pandemic
Chadwick Boseman played many heroic American roles and the superhero role of the Black Panther. His death at age 43 demonstrated how it’s important to have at least a basic estate plan in place even … [Read more...] about Chadwick Boseman Demonstrates the Importance of Planning
Before the pandemic, Americans were more mobile than ever. When you move, you have to change your address, your voter registration, and all sorts of other things. But, do you need to revise your … [Read more...] about Will Your Estate Plan Still Work If You Move?
Medicaid is a state-federal partnership that provides medical benefit assistance to certain needy people, especially those over 65 years of age. However, you need to meet financial requirements such … [Read more...] about Irrevocable Medicaid Trusts
The Sandwich Generation is torn between care-taking responsibilities for their minor children and their elderly parents. But first, they need to make sure they take care of themselves. Read more from … [Read more...] about Planning for the Sandwich Generation
