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Estate Planning: A Reflection of Life’s Journey

In the ever-evolving journey of life, change is the only constant. Like the changing seasons, your personal and financial circumstances shift significantly over time. Consequently, estate planning is more than just a one-and-done affair. It must keep pace with your life through reviews and revisions that

By |September 3rd, 2023|Categories: Uncategorized|0 Comments

Digital Assets

What happens to our digital assets upon our death or disability? Is it valuable to us? Do others we trust have access to it? What should we be doing to protect and preserve it for our family? As our use of on-line resources and their value

By |April 4th, 2018|Categories: Uncategorized|Comments Off on Digital Assets

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 of your disability? Who should have authority to act on your

By |March 8th, 2018|Categories: Uncategorized|Comments Off on Estate Planning – thinking about long term care and Medicaid

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 per person and $22,400,000 for married couples. These same amounts apply

By |February 14th, 2018|Categories: Uncategorized|Comments Off on 2018 Gift Exclusion Update

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 “agent” (also called an “attorney-in-fact”) that has the authority to make

By |January 24th, 2018|Categories: Uncategorized|Comments Off on What is a durable power of attorney?
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