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How to Avoid or Reduce the Impact of Probate on Your Estate

April 16, 2020

When an individual passes, the probate process is set into motion. This process involves settling…

No tax on large gifts when exemption sunsets

April 10, 2020

Taxpayers making large gifts no longer have to worry about big taxes coming back to…

Estate Planning Uncategorized

Avoid a Crisis During a Crisis

March 27, 2020

What you don’t know can hurt you. Of the most important estate planning documents that…

Three reasons why giving your house to your kids isn’t the best way to protect it from Medicaid

April 4, 2018

Are you afraid of losing your home if you have to enter a nursing home…

Tax reform may impact charitable giving

March 28, 2018

As the tax reform measures were unveiled, members of the charitable community expressed alarm that…