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Whether you need to create a simple Will, protect your assets, or plan for your business, our team is here to help.
Schedule Your Free Consulation09
Aug
Business Succession and the Graceful Exit
As trusted advisors, our clients depend on us for timely and well-informed advice. It is inevitable that all business owners will eventually exit their business; it is simply a matter of when, how and under what conditions. Ultimately, the desired result for exiting a business is...
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Aug
Using Pet Trusts to Provide for Your Pets After Your Death
There’s a saying that “a dog is man’s best friend”, and with good cause. Many of us treat our pets as part of our family, often as if they were our children. For those of us with pets, we want to make sure they’re taken care of if we can no longer do it ourselves; whether due to...
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Aug
Does a Revocable Living Trust Offer Protection Against Lawsuits?
The Revocable Living Trust is very popular in America. A living trust helps you avoid the cost and delay of probate. You can also avoid the dangers from jointly owning assets. But here’s the downside: a revocable living trust won’t protect you from lawsuits. Though a revocable tr...
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Aug
New Rules to Help Veterans with Medical Expenses
Veterans and their spouse should be aware that there are new rules that went into effect on October 18, 2018, regarding qualification for a type of Veterans’ assistance known as Improved Pension, with Aid and Attendance Benefits. Unfortunately, these new rules have put in place p...
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Aug
Federal Transfer Taxes
The Internal Revenue Service has announced the annual inflation adjustments for the 2019 tax year: 2017 2018 2019 Gift and Estate Tax Exclusion $5,490,000 $11,180,000 $11,400,000 GST Tax Exemption $5,490,000 $11,180,000 $11,400,000 Gift Tax Annual Exclusion $14,000...
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Aug
Green Burials
A question that is raised more and more during consultations with my clients relates to the concept of “green” burials. When I speak with a client about their desires regarding the disposition of remains, there are usually only two options to discuss: cremation or burial. We disc...
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Aug
Simultaneous Death Could Result in a Simultaneous Estate Disaster
We are often asked by our clients about what happens if there is a simultaneous death. While this occurrence is very unlikely, our clients are nevertheless concerned that it might happen to them. It happens not only in airplane crashes, but in thousands of car crashes a year res...
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Aug
StraussSecure™ and Passing Down Cryptocurrency Securely
In today's modern world, people experience incredible benefits from technology every day. Cell phones allow for immediate communication with anyone at any time; while the internet empowers people to gain instant knowledge on any subject at the click of a button. With all o...
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Aug
How do Martial Arts Relate to Elder Law Planning?
Many clients consult with attorneys in our firm in order to make plans to deal with the effects of aging on themselves or their parents. With proper planning we are able to help families preserve assets in the face of daunting long-term care expenses. These long-term care expense...
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Aug
Estate Planning Document Organizer
Make preparations now to keep family and loved ones secure when you are no longer here! Have you ever seen estate planning documents that are in fancy docket covers, folded up and placed in a bank safety deposit box for safekeeping? We see them all the time. We often joke that th...
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