Author Archives: Site Administrator
How can I assure that my final health decisions are met?
The death of a loved one can leave a family in shambles. This may be especially true if the person who passed away had significant assets. To avoid such potential issues and arguments between family members, it is often in a person’s best interest to create a will. A will can not only establish… Read More »
Special needs families & retirement: Three steps to success
It is common for parents to do everything they can to help better ensure their children’s happiness. Ideally, we hope that our little loved ones will find independence as well. Many do, some do not. Some require extra care as a result of a physical or mental disability. In these situations, parents still wish… Read More »
How can I make sure that my final health decisions are met?
It is commonly said that you never know when your time is up, and that no one is guaranteed tomorrow. Although we do not intend to make light of anyone’s health, the fact is that in today’s world anything can happen, including accidents, injuries or illnesses, that may strike a victim without warning. It… Read More »
Selecting the right people to help with your trust is crucial
You’ve worked hard your entire life to fulfill your own American dream. Maybe you got married and started a family, maybe a successful career was more important to you. Whatever your situation, it is important to protect the assets you’ve earned over the years and decades of your career. It is never too early… Read More »
Does it Matter if Federal Estate Taxes Go Away Under President Trump?
Candidate Donald Trump said and tweeted a great many things when he ran for president. While his views on immigration and the weight of beauty contestants received a lot of attention, the candidate also vowed to repeal the federal estate and gift tax for everyone. Now that he is President-elect Trump and the Republicans… Read More »
Why is estate planning important?
The common expression “out of sight, out of mind,” is often used to describe conditions or issues that should be addressed but that are not encountered in everyday life and are subsequently often remain overlooked and unaddressed. This is especially true with a person planning for the future, including his or her estate planning…. Read More »
Estate tax turns 100: A brief review of the law on its centennial
The estate tax is celebrating a monumental birthday this year. The law, originally enacted as part of the Revenue Act of 1916 under Woodrow Wilson, is celebrating its centennial. As with most momentous birthday celebrations, the event provides an opportunity to reflect on where the tax has been, where it is, and where it… Read More »
Understanding the importance of a living will
Contrary to what the name suggests, a living will is not actually a will. It is actually a healthcare directive which is designed to dictate a person’s wishes if he or she becomes unable to communicate. It is generally designed for instances when an injury or illness leaves a person permanently unconscious or while… Read More »
What is a Power of Attorney?
A Power of Attorney is a legal instrument that allows a designated person to act on your behalf. They are your agent and have authority to make decisions. The range of decisions they can make depends on which Power of Attorney you have executed, there are three. The 3 types of Power of Attorney… Read More »
What are the benefits of a living trust?
A trust is established when a grantor, or the owner of property, gives permission to manage property to a trustee. The trust itself may also be known as the deed or declaration of trust and contains the rules outlined and determined by the grantor. The trustee’s responsibilities are to adhere to the terms of… Read More »
