Consultation Request – Thank You2023-10-29T17:40:00-04:00

9 (Potential) Problems with Your Trust

All trusts should be reviewed every few years to make sure that they are up-to-date with the law and meet your current goals. Following is a checklist of trust features you can review yourself. But be aware that these only [...]

Why an Irrevocable Trust May Be Superior to Gifting

Parents and other family members who want to pass on assets during their lifetimes may be tempted to gift the assets. Although setting up an irrevocable trust lacks the simplicity of giving a gift, it may be a better way [...]

Will You Owe a Gift Tax This Year?

The rules surrounding taxes on gifts often create confusion during tax season or any other time. Below are some of the nuts and bolts of the gift tax, including when a gift tax form needs to be filed. What Is [...]

How the $1.9 Trillion COVID-19 Relief Bill Aids Seniors

The latest COVID-19 relief bill, in addition to authorizing stimulus checks, funding vaccine distribution, and extending unemployment benefits, also provides assistance to seniors in a number of ways.  The $1.9 trillion American Rescue Plan Act (ARPA) delivers a broad swath [...]

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