Estate Planning Changes and the Build Back Better Act
As the House Ways and Means Committee approves the bill's tax provisions, President Biden's Build Back Better Act (BBBA) has taken a significant first step towards passage. With the draft proposal as it stands, high net worth individuals may not be able to use estate planning strategies to shelter assets
A Blended Family’s Estate Plan
An inheritance in a blended family can cause hurt feelings and inequitable distributions, as well as result in lengthy, costly litigation. While you cannot legislate from the grave, you can carefully plan your estate so as to minimize any conflict between biological and stepchildren. Making sure your assets will pass
The Future of Long-Term Care In 2022
Taking a look at your life and health care planning at the start of each new year is more critical than ever. As Americans continue to respond to COVID-19's many iterations, we identify what is most important in our lives to preserve our health and financial future. For many, the mere
RESOLVED: Get Your Estate Plan in Order
The first new year's resolution you need to keep is to visit your friendly elder-law attorney, who can guide you through the estate planning process. Sadly, the pandemic is not over yet. It's important to prepare your papers in advance in case you become ill and cannot speak for yourself.
Surviving Spouses’ Estate Planning
It's hard to consider more than just your grief after losing a spouse or long-term partner. There are, however, several important and timely decisions you need to make regarding your finances and personal estate planning. As marriages, divorces, and children and grandchildren are born, changing circumstances impact estate planning. Making