No one likes to think about needing long-term care. Yet the reality is that many people will, at some point in their life.
All gifts are potentially subject to gift taxes, which are generally paid by the donor, not the recipient.
We often use the euphemism “getting hit by the bus” to begin the discussion and get our clients thinking about what the reality of that situation would look like, if they were suddenly no longer available.
Special needs lawyers can work with clients to set up individualized special needs trusts.
Resentment can build, if some of the family caregivers feel they are doing more than their share, while others are not doing their part.
Four changes are taking effect for Social Security in 2020. Knowing the facts about those changes and what they mean for typical recipients will help you take maximum advantage of the Social Security program.
Granting people gifts makes you and them happy. If you can tailor your generosity so not to pay tax on your largess, you will be even happier.
Safe and shareable password storage is vital in today’s computerized world. The old solution–writing down passwords on paper set next to your keyboard–is not safe, not adequate and not shareable.
Thinking of exit and estate planning in tandem, allows owners to ask relevant questions to bring their entire picture into focus.
My father only designated my mom as an agent on power of attorney forms, and they have not been updated in many years. Where do you think we should go from here?
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