How Much Can Be Given Away as a Tax Free Gift in 2018
After staying the same for five years, the amount you can give away to any one individual in a particular...
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September 2, 2016
Estate Plan, Wills
Estate Plan, Wills
How Often Should You Update Your Will or Estate Plan?
You should update your estate plan every 3-5 years on average. This should take place sooner if you experience significant life-changing...
July 26, 2016
Estate Plan, Estate Planning
Estate Plan, Estate Planning
6 Events Which May Require a Change in Your Estate Plan
Creating a Will is not a one-time event. You should review your Will periodically, to ensure it is up...
July 8, 2016
Estate Planning
Estate Planning
Comments on the Use of Online Estate Planning Documents from an Elder Care Attorney
In estate planning, one size does not fit all. Over the years, I have found that no two families are...
February 23, 2016
Estate Planning
Estate Planning
A Cautionary Tale… Protect Your Hard Earned Money
Protecting Your Estate In the land of opportunity, many people have “made it” and made it big. Mr. Roman Blum...
January 6, 2016
Estate Planning
Estate Planning
One Simple New Year’s Resolution that Everyone Should Make Regarding Estate Planning?
One simple New Year’s Resolution that EVERYONE should make regarding Estate Planning is to Check Their Beneficiary Designations. Many people...