Estate Planning

Leaving an Inheritance… It’s More Than Just Money

When it comes to leaving an inheritance to loved ones, many boomers and seniors automatically think of leaving cash, real estate, business interests, and life insurance proceeds to family. But for those who find themselves devastated after the loss of a loved one, often intangible assets carry the most value [...]

2019-09-05T12:27:19-04:00September 5th, 2019|Elder Law, Estate Planning|

Clean Up. Fix Up.

Spring cleaning used to be a time when we really cleaned. Now it’s an expression for an exercise where many of us resolve to “get organized” or “get my affairs simplified” or some version of launching a new year with a better version of the old. As we age, this [...]

2020-04-13T18:55:33-04:00March 18th, 2019|Estate Planning|

The New Tax Law

Time to review your estate plan - Under the new tax law, very few estates will pay federal estate tax. But that doesn’t mean you should cross estate planning off your to-do list. Even though you probably won’t need to worry about estate taxes, you still need to understand [...]

2020-02-14T16:44:12-05:00January 14th, 2019|Elder Law, Estate Planning|
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