Thanksgiving is a time for giving thanks and for community with family and friends. While... [Read more...]
What Is a HIPAA Release?
The acronym HIPAA stands for the Health Insurance Portability and Accountability Act of 1996. In... [Read more...]
What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary?
When you’re planning your estate, among other things, you decide who should inherit your assets.... [Read more...]
Chadwick Boseman Demonstrates the Importance of Planning
The star of multiple films, including the blockbuster superhero film “Black Panther,” died on August... [Read more...]
Fair Isn’t Always Equal and Vice Versa
When deciding how to split your assets among your children at death, there are many... [Read more...]
Staying Current is Especially Important in the Pandemic
In the United States alone, the pandemic has infected nearly 7 million people and has... [Read more...]
Planning Is Important
As Autumn arrives, it’s not too early to consider end-of-year planning. Fundamental to end-of-year planning... [Read more...]
Planning for Incapacity
Every year, many people in the United States are unable to manage their own affairs... [Read more...]
Use the Exclusion or Lose It
In 2020, each person can give away $11.58 million during life. Whatever portion they haven’t... [Read more...]
Will Your Estate Plan Still Work If You Move?
Before the pandemic, Americans were as mobile as ever. In the prior decade, millions of... [Read more...]
Building Flexibility into Your Plan
When you prepare your estate plan, typically there are formalities required. In most states, a... [Read more...]
Leaving Assets Can Be Tricky
Maybe you grew up without much. You worked hard. You earned a good education. You... [Read more...]
