Blog & Updates

Trying to decide when to take the car keys from a loved one can be one of the most challenging things on the journey through dementia.

How may a disclaimer be helpful to use when a spouse passes with a pour over Will which purports to distribute all probate assets into a Credit Shelter – By Pass Trust (the “Family Trust”), created under the Family Revocable Living Trust Agreement, which then further directs the same to be held for the lifetime of the surviving spouse and ultimate distribution to the children.

Many people struggle with this question, and there is no one-size-fits-all answer. Each family dynamic is unique, and feelings about privacy and disclosure vary from person to person.

What is Elder Law, why should I seek advice & counsel from an Elder Law attorney, and at what age should I begin?

The toughest part of an estate plan may be just getting started. Taking the time to think through what you want and what is best for your loved ones and heirs can be a difficult, but rewarding, task.

A gifting trust is an estate planning tool that allows you to take advantage of the Federal gift tax exemption ($19,000 for 2025) to transfer wealth to your loved ones, while also allowing you to retain control of how and when the gifted funds are used.

With Christmas and the end of the year approaching, I am often asked how much gifting can or should I do. The IRS has set an annual gift tax exclusion amount of $18,000.00 per person for the 2024 tax years.