Having “the talk” about end-of-life planning is unquestionably important, but how do you approach such... [Read more...]
What to Expect at Your First Estate Planning Consultation
Your first meeting with an estate planning attorney may seem a little daunting, especially if... [Read more...]
The Truth About Trusts!
A common misconception about trusts is that they're very expensive to set up and advisable... [Read more...]
Puerto Ricans are Unique, as Is Estate Planning for Them
Puerto Ricans hold a unique position under U.S. law. U.S. estate taxation treats those from... [Read more...]
Chadwick Boseman Demonstrates the Importance of Planning
Chadwick Boseman played many heroic American roles and the superhero role of the Black Panther.... [Read more...]
Planning Is Important
Planning is important. End-of-year tax planning is one part of that planning. This year you... [Read more...]
Staying Current is Especially Important in the Pandemic
The President’s bout with COVID-19 demonstrates the importance of keeping planning current. A Health Care... [Read more...]
What Is a HIPAA Release?
The acronym HIPAA stands for the Health Insurance Portability and Accountability Act of 1996. In... [Read more...]
Generational Wealth is Key to Leveling the Playing Field
Generational wealth is wealth earned by one generation and passed on to the next. Generational... [Read more...]
Use the Exclusion or Lose It
In 2020, each person can give away $11.58 million during life. Whatever portion they haven’t... [Read more...]
Will Your Estate Plan Still Work If You Move?
Before the pandemic, Americans were more mobile than ever. When you move, you have to... [Read more...]
Planning for Incapacity
There is more to estate planning than disposing of your assets after your death. Planning... [Read more...]
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