Planning for the estate of a special needs child presents unique challenges. Optimizing your estate to use, enhance, and enrich assets for your special needs child while maintaining their enrollment in public benefits programs requires careful planning. An estate planning…
In the legal process of probate, the will of a deceased person is authenticated, their assets are reviewed, debts and taxes are paid, and anything remaining is distributed to their heirs. After an asset-holder dies, the court will appoint a…
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…