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Posts by category

• Category: Estate Planning
  • Biden Administration Could Reduce Estate Tax Exclusion
  • Joint Tenancy Problems in Estate Planning
  • Updating Your Plan: Powers of Attorney
  • Updating Your Plan: Your Trust or Will
  • Tax Planning for 2021
  • Updating Your Plan: Beneficiary Designations
  • Preparing for the Unexpected…and the Eventual
  • What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary?
  • Fair Isn’t Always Equal and Vice Versa
  • Planning Is Important
  • Chadwick Boseman Demonstrates the Importance of Planning
  • Puerto Ricans are Unique, as Is Estate Planning for Them
  • Generational Wealth is Key to Leveling the Playing Field
  • The Basics: Powers of Attorney for Healthcare
  • The Basics: “HIPAA” Powers
  • The Basics: Financial Power of Attorney
  • The Basics: Powers of Attorney for Healthcare
  • B2B – Crossroads Properties
  • Avoiding Family Chaos in the Coronavirus Age
  • B2B
  • Coronavirus and Nursing Homes
  • Best Places to Retire: State Taxation
  • Joint Tenancy Pros and Cons
  • Tax Planning for 2020
• Category: Estate Planning
  • It’s Better to Give, Especially This Year
• Category: Financial Planning
• Category: legal education
• Category: Uncategorized
  • Client Spotlight
  • Client Spotlight
  • How to Leave Your Home to Your Children
  • How We’re Pivoting
  • How Will You Age in Place and Be Able to Die at Home?
  • How Will You Obtain the Care You Need?
  • Income Tax Basis in Estate Planning