COVID-19 UPDATE: In response to the COVID-19 outbreak, our office will remain fully operational with plans to accommodate current and new clients via telephone or virtual meetings, as well as the ability to conduct easy, no-contact signings of estate planning documents. We will continue to monitor the situation as it develops, and remain committed to maintaining the safest possible environment for our staff and clients
Help With Family,
Finances And The Future
People are often disappointed when they discover the contents of a will. If you are one of them, you might consider mounting a challenge. Before you seek to contest a will, there are few things to consider. Firstly, whether you have legal grounds to do so, and...
Executors have a lot of responsibilities when they're handling an estate, and complications can make the entire process more difficult. The passing of a beneficiary during the probate process can extend the probate process even further, and add new duties to the...
It has likely been building for some time, that gnawing realization that it is no longer safe for your elderly parent(s) to live alone on their own. Maybe you’ve put off that uncomfortable conversation for way too long — or are still reeling emotionally from your last...
There are multiple ways that your estate can be subject to taxes after you die. If the sale of estate assets leads to financial gains, the estate may have to pay income taxes. Estates worth more than a certain amount may be directly subject to estate taxation. There...
Trusts are very versatile legal tools for people with unique legal, financial or personal situations. They can help someone protect their property from taxation or from creditor claims. They can diminish an individual's personal wealth so that they can qualify for...
Strategic gifting often plays a major role in someone's estate or retirement planning. Diminishing the value of your assets intentionally over several years can mean that you qualify for certain state benefits or that you avoid estate taxation when you die. It's...
Most senior citizens dread the thought of moving into a long-term care facility or nursing home. But they and their loved ones might worry that they are no longer safe living alone at home. What can be done to resolve the situation? For many senior citizens, aging in...
As a parent, the last thing you want your estate plan to do is to create conflict for your children. You want them to be able to come together at an emotional time and support each other. You want them to have lasting relationships that stand the test of time. You...
The executor of a will takes on a big responsibility. Once they accept that responsibility, however, they’re expected to behave responsibly. They even take an oath that they will administer the estate according to the law and the decedent’s wishes. Most of the time,...
Health care professionals must comply with specific rules to protect people’s health information. The Health Insurance Portability and Accountability Act of 1996 (HIPAA) lays out the regulations. However, there may come a time when you need someone else to access your...
