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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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    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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    The Attorney’s Role in Peace of Mind Medicaid Planning

    Do you need an attorney for even “simple” Medicaid planning? This depends on your situation, but in most cases, the prudent answer would be “yes.” 

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    Does Power of Attorney End at Death?

    Although every state’s laws and forms vary, most power of attorney forms specify that the agency relationship created by a power of attorney ends upon a person’s death.

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