It has been nearly 14 years since a family member’s death and the family trust hasn’t been settled.
Archive - March 2020
Financial Elder Abuse Is Growing
A suspicious email, a strange phone call from an unknown number, an overzealous financial adviser...
How Bad Can a Do-It-Yourself Estate Plan Be? Very!
One Justice from the Florida Supreme Court commented that the expensive litigation far outweighed...
Thinking Ahead for 2020 Elections
Planning for changes to the estate tax and the valuation discount for small businesses can be...
How Much Does New Budget Cut from Medicaid and Medicare?
President Donald Trump’s proposed fiscal year 2021 budget projects that taxpayers would save $920...
What Do I Need to Know about Medicare in 2020?
Certain costs are adjusted yearly by the government and can affect premiums, deductibles and other...
What Exactly Is the Estate Tax?
The estate tax in the United States is a tax on your right to transfer property to other...
Estate Planning Checklist, Especially for Procrastinators
Nobody likes to think about dying. However, it happens whether we prepare for it or not. If you...
Can Your Will Be Securely Stored in the ‘Cloud?’
The typical explanation given for retaining original wills at the lawyer’s office is that clients...