Caring for an older loved one can be a considerable challenge. As their health begins to decline – whether due to a medical condition or old age – the family will need to create some sort of long-term care plan to ensure the senior can access the care he or she needs without unnecessarily … [Read more...] about Long-Term Care Awareness Month: 5 Reasons to Works with an Elder Law Attorney
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How to Put Together a Disability and/or Senior-Friendly Emergency Kit
Over the past year (and more), we’ve all been confronted with our fair share of emergencies and natural disasters. We’re living through a pandemic. The people of the west coast have battled some of the worst wildfires in our nation’s history. Recent hurricane seasons have been exceptionally active. … [Read more...] about How to Put Together a Disability and/or Senior-Friendly Emergency Kit
CRT: Best Tool for Proposed Tax Changes?
Tax proposals would increase capital gains rates, among other things. These proposed changes could make a Charitable Remainder Trust look even better. A Charitable Remainder Trust can earn the donor an income tax deduction upfront and defer gains on its sale of assets. Read on to learn more. … [Read more...] about CRT: Best Tool for Proposed Tax Changes?
Use It Before It’s Gone
The amount you can pass free from estate tax is at a record high of $11.7 million per person. There’s legislation which would lower the exclusion to $3.5 million per person. Married people can take advantage of the current exemption. Read on to learn more. … [Read more...] about Use It Before It’s Gone
Tax Proposals Could Alter Estate Planning Landscape
Senators Sanders and Whitehouse have introduced legislation in the Senate which would significantly alter the Estate Planning landscape. It would dramatically change the tools we use to plan for our clients. Time is of the essence. Read on to learn more. … [Read more...] about Tax Proposals Could Alter Estate Planning Landscape
