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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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    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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    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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    3 Common Probate Questions: Estate Planning Basics

    Some assets transfer directly to heirs after a person’s death. Other assets must go through a process known as probate.

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    How to Know If Your Aging Parents Need Home Care

    Consider the following as you decide whether your aging parents need home care.

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    Six Things to Consider Before Making Gifts to Grandchildren

    Here are some issues grandparents should consider before making gifts to grandchildren or other family members.

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    Activities of Daily Living Measure the Need for Long-Term Care Assistance

    Most long-term care involves assisting with basic personal needs rather than providing medical care.

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    Beware of Non-Lawyers Offering Medicaid Planning Advice

    In recent years a number of non-lawyers have started businesses offering Medicaid planning services to seniors. While using one of these services may be cheaper than hiring a lawyer, the overall costs may be far greater.

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    A Brief Overview of a Trustee’s Duties

    If you have been appointed the trustee of a trust, this is a strong vote of confidence in your judgment and trusthworthiness. It is also a major responsibility. 

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    PACT Act for Veterans Exposed to Toxins Passes!

    PACT Act for Veterans Exposed to Toxins Passes

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