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 any comprehensive plan. A letter of instruction can help your loved ones manage important information about you. A LOI conveys your desires, includes practical information […]
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 before Congress passes legislation that could adversely impact their estates. Currently, the federal estate and gift tax exemption is set at $11.58 million per taxpayer. […]
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 their aging parents. This topic is particularly germane at present, as many parents are not only parenting their children but have also spent the last […]
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 the beach, enjoying the ocean and sunshine, especially during the times we are living in. But there may be unseen dangers that are crucial for […]
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 about health care or finances. Banks, insurance companies, and medical providers will generally not follow what another person says about what you need, not without […]
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 services. This means that Medicare beneficiaries can receive more benefits from their doctors without having to travel to a healthcare facility. The terms “telehealth” and […]
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, disinfecting wipes, and even toilet paper. While we can’t predict when something like COVID-19 might strike, we can take steps to prepare for an unexpected […]
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 time to start fresh and make sure you are headed in the right direction. But making New Year’s resolutions is not enough: Take action now […]
Read More »The ABCs of RLTs
The ABCs of RLTs You may have heard of a revocable living trust (RLT), which is a commonly used estate planning solution. But what exactly are they, who is affected by them, how can they be changed, and what do they accomplish? What Are They? Trusts, which are legal entities that hold title to property […]
Read More »Self-Care: 4 Ways to Show Yourself a Little Love
Self-Care: 4 Ways to Show Yourself a Little Love Summer is over. The kids are back in school, and it’s time to take a deep breath and spend some time taking care of yourself before the holidays arrive. Everyone needs to take steps to relax and minimize the effects of life’s everyday stresses. Here are […]
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