This is a question we hear all the time. Wouldn't it be enough to just download a will, do a transfer-on-death deed for my land, put my kids on my bank account, and be done with my estate planning? It’s…
In Florida, Michael was enjoying the summer while he awaited the closing of his Texas house. Unfortunately, he took a bad fall and ended up in a Florida hospital. He had his Texas powers of attorney, but the problem was…
AduhelmTM is the first Alzheimer's drug approved by the Food and Drug Administration (FDA) since 2003. The drug, Aducanumab, is a therapeutic drug that clinically demonstrates a potential to delay further decline from Alzheimer's disease and is also the first…
A comprehensive estate plan is the foundation for a successful transfer of wealth to your loved ones. However, many of us often overlook the crucial part of communicating our estate plan to family and heirs. Even with a thorough and…
There is a question we hear all the time: “Can’t I just get a will off the internet, do a transfer-on-death deed for my land, and put my kids on my bank account?” It’s just not a good idea. For…
Having an estate plan is an essential part of life for all ages, but the need grows stronger as you age. Many people avoid estate planning because they do not want to think about the end of life, failing health,…
The future is a big unknown for everyone. Significant uncertainty abounds as to the outcomes of US tax legislation proposals. Estate and gift tax exemptions may get cut in half or not, and whatever happens will likely affect all deaths…
The passing of a spouse is not only a very emotional challenge but can be financially difficult as well. It is common for one spouse to handle family tax and estate plans, and a widow(er) may be looking at a…
When a family member has passed, the family occasionally ends up arguing over personal property. Arguments can take place over things like a coffee mug, a piece of jewelry, or a painting. These types of arguments can be eliminated by…
Medical and health care developments have made it feasible for dependents with special needs to live higher-quality lives than ever before. Many scientists regard the term special needs as a euphemism for disability. Yet, the difference between the two terms…