Having A Plan Many of my clients are reaching out to me to say how they are more confident than ever in the estate planning we did together. There is a more heightened sense of “do I have my affairs in order, is there anything else I should be doing in case I get sick … Read more

Tax day is fast approaching and you want to make sure you’re taking advantage of all the deductions and credits you’re entitled to.

As a trust beneficiary, you may feel that you are at the mercy of the trustee, but depending on the type of trust, here are 5 rights that trust beneficiaries have to ensure the trust is properly managed. A trust is a legal arrangement through which one person, called a “settlor” or “grantor,” gives assets to … Read more

Running a small business can keep you busy, but for this very reason it’s especially why small business owners need an estate plan. Not having a plan in place can cause problems for your business and your family after you are gone.   While an estate plan is important for everyone, it is especially important … Read more

When loved ones pass away, there are lots of considerations, including what happens to their Social Security. The decedent’s payments need to be stopped, but survivor’s benefits may be available to the spouse or, in certain cases, children. 

Many parents or grandparents with sizable amounts of money to pass on to their heirs are apprehensive about the effect it many have on their children or grandchildren. In some instances, they fear that the recipients will misspend the funds on drugs, fancy cars or failing businesses. In other cases, the fear is simply that … Read more

A Roth IRA does not have to be used as just a retirement plan; it can also be a way to transfer assets tax-free to the next generation. My clients are often using a Roth IRA as an estate planning tool. Here’s why: Unlike a traditional IRA, contributions to a Roth IRA are taxed, which means … Read more

Sports fans with season tickets may want their families to enjoy the tickets after they are gone, but passing on these tickets may not be simple. So, can my family inherit my season tickets? Getting season tickets to your favorite sport is not always an easy task. Season tickets for some teams can cost a lot … Read more

Medicaid applicants must prove that they have limited income and assets in order to be eligible for long-term care benefits. Before beginning the application process, it is helpful to understand what is required prove your eligibility. 

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 the position. There are two main types of powers of attorney – financial and medical. As the agent under a power of attorney, you act in place of the “principal” … Read more