IRS Announces 2025 Gift and Estate Tax Exemptions
The Internal Revenue Service (IRS) has released its tax inflation adjustment figures for tax year 2025. Annual Gift Tax Exclusion Effective January 1, 2025, you will be able to make individual gifts of...
View Article10 Effective Communication Tools for Alzheimer’s and Dementia Patients
Communicating with someone who has Alzheimer’s disease or dementia presents unique challenges. This is because their brain does not process information the same way as a healthy brain. Caregivers,...
View ArticleWhat Is an Elder Law Attorney and How to Find a Good Elder Law Attorney in...
Aging brings a unique set of challenges, from navigating healthcare options to protecting financial assets and ensuring long-term care needs are met. When it comes to securing a sound future, the...
View ArticleA Personal Message from Our Founder: Thank You for Trusting Us with Your...
Dear Valued Clients, As we approach the season of gratitude and reflection, I want to take a moment to personally thank you for the trust you have placed in our firm. For nearly 35 years, it has been...
View ArticleLife Insurance with No Beneficiary: Potential Impacts on Blended Families and...
When it comes to life insurance policies, naming a beneficiary is more than just a formality—it’s a crucial step to ensure your loved ones are protected and avoid unnecessary complications in the...
View ArticleThe Trust Factor: Building an Estate Plan that Protects, Preserves, and Delivers
When it comes to securing your legacy and ensuring your loved ones are cared for, trusts are one of the most powerful tools in estate planning. Whether you’re looking to avoid probate, reduce taxes, or...
View ArticleCan Money Buy Happiness? Actually, It Depends
Does having more money lead to greater happiness? Some people will say yes, and others will say no. The answer is actually more nuanced. The effect income has on happiness can vary greatly depending on...
View ArticleWho Will Speak for You? Choosing Your Advocates for Health and Wealth Decisions
Life is full of unexpected twists, and while we can’t always predict the future, we can plan for it. Imagine this: you’re unable to make decisions about your health or finances due to an illness or...
View ArticleDementia Diagnosis? Now What? (How to Protect Yourself and Loved Ones)
A dementia diagnosis can feel overwhelming—for the individual diagnosed and for their loved ones. Questions about care, finances, and the future often come rushing in, leaving families unsure of where...
View ArticleIs Your Estate Plan Ready for 2025? What You Absolutely Must Have and What...
As we approach 2025, now is the perfect time to review your estate plan. Changes in laws, family dynamics, or financial circumstances can leave your plan outdated or ineffective. Whether you’ve just...
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