Can You Give Gifts to Avoid Estate Taxes?
Jun 28, 2023
We have a federal estate tax in the United States, and it can have a heavy impact if you face exposure, because it carries a 40 percent top rate. That’s the bad news, but the good news is that most fa...
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Estate Planning Basics for Small Business Owners
Jun 21, 2023
Small business owners have retirement and estate planning decisions to make. In this post, we will take a look at three distinct pieces to this somewhat challenging puzzle. Asset Protection If you con...
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Significant Estate and Gift Tax Reduction Is Looming
Jun 21, 2023
Estate planning attorneys advise clients about the fact that this is an ongoing process. The original estate plan that you put into place will reflect the circumstances of your life at that time. Over...
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Four Estate Planning Tips That Can Clear Up Misunderstandings
Feb 27, 2023
You may be dragging your feet when it comes to putting an estate plan in place because you have unanswered questions. With this in mind, we will share a few tips here that will help you envision what...
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Aging in Place Can Provide an Elder Care Solution
Feb 10, 2023
You have to evaluate your anticipated expenses when you are preparing for retirement. And from a legacy planning perspective, you should estimate the inheritances you will be leaving to your loved one...
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Overview of 2023 Medicaid Guidelines for Long-Term Care for Seniors
Feb 09, 2023
We are going to provide some updated facts and figures about Medicaid in this legal guide. But first, we will explain why it is relevant to seniors that are going to qualify for Medicare. Long-Term Cu...
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2023 Estate and Gift Tax Exclusion Updates
Feb 09, 2023
Each year, estate and gift tax exclusions will be indexed for inflation. Clearly, rising prices have been a big story, and the 2023 exclusions will reflect the present state of affairs. In this guide,...
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Estate Planning: Where Do I Begin?
Feb 09, 2023
Caring.com has been conducting annual surveys to gauge the estate planning preparedness of American adults. They have found that two out of three people in this country do not have estate plans in pla...
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A College Education Can Be the Most Valuable Inheritance
Feb 09, 2023
Your legacy will live on after you are gone, and this is something to carefully consider when you are engaged in your estate planning efforts. If you choose to do so, you can craft your estate along t...
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What Is a QDOT and Why Would You Need One?
Feb 09, 2023
There are a number of acronyms used in the field of estate planning to make it simpler to refer to wordy legal terms. One of them is the QDOT, and we will provide an explanation of this targeted estat...
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