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Estate Planning – thinking about long term care and Medicaid

Estate Planning isn’t just about “later” - It’s not just an Emergency Plan for your Loved Ones after your death. What about “NOW”? What provisions and instructions and protections have you included in the event [...]

By |March 8th, 2018|Categories: Uncategorized|0 Comments

2018 Gift Exclusion Update

The annual Federal Gift exclusion has been increased for 2018 to $15,000 for an individual and $30,000 for a married couple who split gifts. For lifetime gifts, the amount has now increased to $11,200,000 cumulatively [...]

By |February 14th, 2018|Categories: Uncategorized|0 Comments

What is a durable power of attorney?

A durable power of attorney is a potent document that is used in estate planning to assist you your needs and goals. Generally, you, the “principal”, creates the durable power of attorney by appointing an [...]

By |January 24th, 2018|Categories: Uncategorized|0 Comments

New Tax Law

The new tax package has something for everyone in it. For our estate planning clients, it doubles the estate tax exemption from $5,490,000 to over $11,000,000 after the adjustment for inflation. Many of our clients [...]

By |January 20th, 2018|Categories: Uncategorized|0 Comments