Preparing Your Estate Plan

The proposals in early versions of the Build Back Better Act had estate planners and American taxpayers on edge throughout 2021. While 2022 is well under way with no major legislative activity impacting gift and estate taxation, the sun continues to set on the $10 million estate tax basic exclusion amount under the temporary provisions…

Creation of a will is an important step to ensuring correct succession of possessions after death. Here are some important elements you need to know.   What’s a Will? We hear about them sometimes in the media but usually only when someone famous dies, didn’t prepare one, and now the family is trying to figure…

On Tuesday December 13, 2016, President Obama signed the 21st Century Cures Act. Several pieces of the legislation focus on medical breakthroughs. It also includes the Special Needs Trust Fairness Act. Elder law attorneys across the country have been advocating in support of the Fairness Act for years. The passage of the Fairness Act means…