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
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
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
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
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