Expert perspectives on legacy planning, estate law, and building lasting structures for your family's future.
February 27, 2022
Acting as an agent under a power of attorney is a big responsibility and it isn’t something everyone can take on. It is possible to resign or refuse t...
February 27, 2022
Many parents or grandparents with sizable amounts of money to pass in Trusts on to their heirs are apprehensive about the effect it many have on their...
February 27, 2022
Gifting assets to your grandchildren can do more than help your descendants get a good start in life -- it can also reduce the size of your estate and...
January 27, 2022
By Beverly Brown Ward, CPA Tax Season 2021 begins Monday January 24, 2022 with the Internal Revenue Service accepting e-filed federal income tax retur...
January 24, 2022
Elder law and estate planning serve two different -- but equally vital -- functions. The main difference is that elder law is focused on preserving yo...
January 24, 2022
If you are single, you may not think you need to plan your estate, but single people are in as much need of a plan as anyone else. Estate planning not...
January 24, 2022
While everyone should have a durable power of attorney that appoints someone to act for them if they become incapacitated, in some circumstances it is...
January 24, 2022
The amount you can gift to any one person without filing a gift tax form is increasing to $16,000 in 2022, the first increase since 2018. The federal ...
December 16, 2021
Chocolate & Pretzels Christmas Bark Semisweet chocolate White chocolate Pretzel pieces Toffee Make: Line a quarter-sheet rimmed pan or 9-13 inch pan w...