Due to the threat of lowering the federal estate tax exemption allowance, you may want to rethink how you intend to pass generational wealth on to your heirs. Senate Democrats are proposing to lower the current estate tax exemption from $12.06…
Estate planning involves many different types of trusts; the most common are revocable and irrevocable. Though there are some similarities, these two types of trusts serve different purposes. Both can substitute for a last will and testament as an alternative…
Those who become quite elderly or ill are also vulnerable to being manipulated by those who would defraud or steal them. Targeted attacks on vulnerable older people to exert what attorneys deem “undue influence” constitutes elder abuse. It disrupts the older…
People spend the first half of their lives trying to achieve financial security and the second half of your life trying to maintain it. This adage is why many people spend substantial time and effort maximizing their legacy goals in…
Plan Ahead. Don’t Wait, for an Emergency. That sounds like something your mother might say, right? And how often have you wished that you’d followed mother’s good advice? Nobody really wants to think in advance about accidents or illness. But…
At first thought, life insurance may not seem to have a bearing on how to dispose of your assets in your estate plan. However, life insurance can be an integral, indispensably important part of a well-thought-out estate plan. There are…