Helpful Articles

Thank you to The Alzheimer’s Association for posting this lovely reminder.

Much of my practice is working with clients to create plans that will ensure their estates are distributed according to their desires in the most effective way possible.  This often leads to a discussion about how title is held to various assets and how that effects the overall plan. Joint Tenancy...

Sadly, our oldest citizens are prime targets for financial scams and cyber crimes.  Here are two interesting articles about what is going on, and what we can do about it.  From a personal perspective, I would say that one of the best ways we can protect our elders from becoming victims, is to remain...

We are coming up to the end of 2019, and people are looking for ways to lower their taxes.  In its simplest form, planned giving enables individuals to make larger gifts to non-profits than they might otherwise be able to from their ordinary income and may result in lower taxes.  There are three basic...

I love seeing all the creative ways to ensure people living with dementia enjoy full, meaningful lives! Restaurant of Mistaken Orders

Clients often ask me how their estate plan may be affected by estate taxes. Currently, no Federal Estate Tax is imposed on estates under $11.4 million (per person), affecting approximately 2,000 people (or 0.0006% of the population) in the U.S. Under the Tax Cuts and Jobs Act (TCJA), enacted in December...