The House Ways and Means Committee approved President Biden’s Build Back Better Act’s (BBBA) tax provisions, a major step toward the passage of the bill. As the draft now stands, the legislative proposal may restrict the abilities of higher net…
You may have heard that it's best to avoid probate court if at all possible. But just because people may have heard that term, doesn’t mean they know exactly what probate means, why it can be a problem, or how…
The Covid-19 pandemic has brought an important question to the forefront; how far would you want extreme life-prolonging measures to be tried? For us who are particularly vulnerable – seniors, those with compromised immune systems, those already struggling with medical…
Cryptocurrency is a digital asset and as such needs to be addressed differently than traditional estate planning assets. Crypto-assets may comprise significant individual wealth in the forms of cryptocurrencies like Bitcoin and noncurrency blockchain tokens. If you own any of…
A client asked us this interesting question: After my brother died, he left money in a revocable trust for my children – but they could only get that money if they spent it on a trip to Tanzania to visit…
We can help you complete your estate plan without taking a single step outside your safe home. Formerly, most states required that important legal documents must be signed in person. During the course of this epidemic, then, we have been…
Envision your spouse having Parkinson’s disease and lives in a nursing home. Your spouse is currently receiving Medicaid benefits to pay for the high cost of that care. If you were to pass before your spouse, you wouldn’t want your…
An estate plan is the best vehicle for transferring assets upon your death to your loved ones. However, many of us often overlook the crucial part of communicating our estate plan to family and heirs. Even with a thorough and…