Deeper Dive into Advance Healthcare Directives in Uncertain Times When it comes to your healthcare, especially during these uncertain times, you should make sure that two estate planning documents in […]
Read More »Letter of Instruction for Your Estate Plan
Letter of Instruction for Your Estate Plan Whether you are starting from scratch or have an estate plan in place a letter of instruction (LOI) is an important part of […]
Read More »Estate Planning Strategies to Consider in an Election Year
Estate Planning Strategies to Consider in an Election Year With a push by the Democratic party to return federal estate taxes to their historic norms, taxpayers need to act now […]
Read More »Sandwich Generation Month: Considerations When Caring for Both Children and Parents
Sandwich Generation Month: Considerations When Caring for Both Children and Parents July is National Sandwich Generation Month, a time to honor those who are caring for both their children and […]
Read More »Caught in the Undertow: How No Estate Plan (or a Bad One) Could Leave Your Family Overwhelmed
Caught in the Undertow: How No Estate Plan (or a Bad One) Could Leave Your Family Overwhelmed Many people are looking forward to spending part of their summer vacation at […]
Read More »Staying Home and Safe With Your Loved Ones
Staying Home and Safe With Your Loved Ones Now especially, it is crucial to be prepared if you or someone in your family gets so sick they can’t make decisions […]
Read More »Medicare to Cover More Telehealth Services
Medicare to Cover More Telehealth Services In response to the COVID-19 outbreak, the Centers for Medicare & Medicaid Services (CMS) recently announced that it has increased access to Medicare telehealth […]
Read More »The Importance of Planning for the Unexpected
The Importance of Planning for the Unexpected The sudden rise of the coronavirus, COVID-19, has left many unprepared and confused. There are numerous reports of shortages of antibacterial hand sanitizer, […]
Read More »New Year, New Estate Plan
New Year, New Estate Plan To all of my clients and colleagues – Welcome to 2020! A new year is a time for optimism and new opportunities. It is a […]
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