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    14 Essential Questions to Ask Aging Parents This Holiday

    With multiple generations getting together for holiday meals, gift exchanges and quality time, these annual gatherings present an opportunity to broach sensitive but important topics with your aging loved ones.

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    2024 Annual Gift and Estate Tax Exemption Adjustments

    With the arrival of the new year, revisions to the annual gift tax and estate tax exclusions will be going into effect, as recently announced by the Internal Revenue Service.

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    How Do Gifts Affect Medicaid Eligibility?

    We’ve all heard that it’s better to give than to receive, but if you think you might someday want to apply for Medicaid long-term care benefits, you need to be careful because giving away money or property can interfere with your eligibility. 

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    Giving Gifts to Your Grandchildren in Trust

    There are some serious drawbacks to many options for giving gifts to grandchildren. Either there are no tax or estate planning advantages, or you have no control of the funds (or lose control after a certain point), or the money could affect a grandchild’s eligibility for financial aid. 

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    Understanding the Differences Between a Will and a Trust

    Everyone has heard the terms “will” and “trust,” but not everyone knows the differences between the two. 

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    Ashes to Soil? Is Human Composting Real?

    As more people look to adopt environmentally sustainable practices not only in life, but now also in death, ‘green’ alternatives may become more of a norm in the future.

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    Step-Up in Basis and Why It Matters in Estate Planning

    If you are considering engaging in estate planning or you may be inheriting assets, it is important to understand what the step-up in basis is and how it may affect you.

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    Do You Pay Capital Gains Taxes on Property You Inherit?

    When you inherit property, such as a house or stocks, the property is usually worth more than it was when the original owner purchased it.

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    Student Loan Payments Begin Again – Are You Prepared?

    According to AARP, people aged 60 and older owe upwards of $290 billion in student loan debt. 

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    Do You Need a Trust?: Estate Planning Q&A

    Trusts are legal arrangements used in estate planning, alongside wills and advance directives.

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