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Accumulation and Transfer of Wealth

In order to build lasting wealth over multiple generations, careful planning and patience are required. Without specific plans to create and transfer your legacy, statistically, 70 percent of wealthy families will lose that wealth in the subsequent generation, and 90…

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Post-Pandemic Estate Planning

During the COVID-19 pandemic, our lives were transformed in unprecedented ways. From remote working and online schooling to virtual doctor consultations and contactless deliveries, technology enabled us to adapt and continue functioning while practicing social distancing. Estate planning attorneys also…

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Plan Your Estate in Light of Tax Reform

Your estate plan may need to be reviewed and amended annually to keep up with the complex and ever-changing federal estate tax law, gifts, and GST exemptions. Since 2018, federal tax assessment on estates above $11.7 million, indexed for inflation…

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Will Versus No Will

It's uncomfortable to think about death, especially our own. Add to that the question of what will happen to our assets after we die and it's no wonder, so few people have created wills. According to a 2021 Gallup poll,…

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A Guide to Medicaid Gifting Penalties

In the US and around the world, the aging population is growing. People are living longer than previous generations, which means they will require more long-term care. It’s estimated that seven out of ten Americans will need long-term care during…

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