Elder Law & Estate Planning
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Checklist of items related to estate planning, including life insurance, annuities, and retirement plans, with a focus on avoiding probate costs.
Blog post

3 Simple Ways to Avoid Probate Costs

December 15, 2015
The bad news: probated estates are subject to a variety of costs from attorneys, executors, appraisers, accountants, courts, and state…
Magnifying glass focusing on the word probate in a document highlighting the importance of avoiding probate through proper estate planning and trust funding.
Blog post

How to Avoid Sending Your Loved Ones (and Assets) through Probate

December 15, 2015
Today many people are using a revocable living trust instead of a will or joint ownership as the foundation of…
A pink piggy bank placed on a wooden desk, symbolizing saving and careful financial planning related to estate planning and elder law.
Blog post

How to Make Your Inheritance Last

December 11, 2015
A 2012 study by Ohio State researcher Jay Zagorsky found that about one-third of Americans who receive an inheritance have…
Graph showing 2016 IRS inflation adjustments for estate planning, including estate tax exemptions and related financial considerations.
Blog post

What the Recently Released 2016 IRS Inflation Adjustments Mean for You

November 1, 2015
The Internal Revenue Service has released the official inflation adjustments that will affect 2016 federal reporting for estate taxes, gift…
U.S. map illustrating states with death taxes in 2015, relevant to upcoming changes in 2016, for estate planning and elder law awareness.
Blog post

Listen Up: These States Will Usher in Changes to Their Death Taxes in 2016

November 1, 2015
In 2015, there are still 20 U.S. jurisdictions that collect a death tax at the state level: Connecticut, Delaware, District…
An elderly couple discussing year-end gift planning for estate management, symbolizing the importance of optimizing gifting strategies within estate planning and elder law.
Blog post

Have You Prepared Your 2015 Year End Gift Plan?

November 1, 2015
With the end of the year fast approaching, now is the time to fine tune your gift planning before you…
A visual representation of a ticking time bomb labeled "TAX," symbolizing the potential hidden dangers related to income tax liabilities in estate planning.
Blog post

Is There an Income Tax Time Bomb Lurking in Your Estate Plan?

November 1, 2015
As the federal estate tax exemption has ballooned from $1.5 million ten years ago to $5.43 million today, the need…
Chart showing historical changes in estate tax exemptions and rates from 2011 to 2015 and analyzing the potential 2016 predictions for estate planning and elder law.
Blog post

Early Predictions About 2016 Estate Tax, Gift Tax, GST Tax and Annual Gift Tax Limits

October 1, 2015
Under current law the federal estate tax, gift tax, and generation-skipping transfer tax exemptions have become unified and are indexed…
A person organizing financial documents and reviewing year-end tax planning strategies, emphasizing the importance of estate planning and elder law considerations.
Blog post

Don’t Miss Out on These Year-End Tax Planning Strategies

October 1, 2015
Now is the ideal time to start year-end tax planning. Below you will find a variety of tax-saving strategies you…
Happy couple embracing, representing harmony and satisfaction achieved through effective estate planning strategies such as the Lifetime QTIP Trust, beneficial for managing assets in second marriages.
Blog post

The Lifetime QTIP Trust: How to Maintain Control of Your Estate and Keep Spouse No. 2 Happy

September 25, 2015
Estate planning for couples in a second or later marriage who have disproportionate estates can be tricky. One solution for…
A family of vampires sitting together, symbolizing the importance of estate planning and elder law for ensuring one's legacy, even for the mythical undead.
Blog post

Even Vampires Need Estate Planning

September 1, 2015
Yes, even the undead need an estate plan. After you stop laughing you need to hear me out. As we’ve…
A couple discussing estate planning, highlighting the complexities of spousal inheritance laws in the United States.
Blog post

Surprise! You Can’t Easily Disinherit Your Spouse in the U.S.

September 1, 2015
Believe it or not, in the U.S. it isn’t easy to disinherit your spouse. But the same is not true…

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Disclaimer

Attorney Advertising. The information presented on this website is for informational purposes only and should not be construed as a legal advice. Viewing of, responding to, or otherwise transmitting the information on this website is not intended to create, and receipt of the same does not constitute, an attorney-client relationship. The information provided on this website should not be relied upon without first seeking professional legal counsel. The information on this website is provided only as general information which may or may not reflect the most current developments of law. Prior results and cases discussed on this website do not imply and do not guarantee a similar outcome in any other case. The links to other websites contained herein do not constitute a referral or endorsement of any kind.
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