New Tax Proposals Mean Some Should Review Their Estate Plans
A number of tax proposals being considered in Congress could significantly affect gifting and estate plans for those with larger estates — over $3.5 million. If you’re in that [...]
The Perils and Pitfalls of DIY Special Needs Planning
Among the costs of caring for a dependent with special needs are the fees for professional advice. Some families are tempted to save on these costs by setting up a plan on their own. This can be [...]
How to Use Intrafamily Loans as Part of Your Estate Plan
When interest rates are low, intrafamily loans can be a good way to assist a relative (typically a child) with purchasing a house or a family business, and in certain circumstances they can be [...]
Choosing the Right Estate Planning Attorney for You
Choosing the right estate planning attorney is a lot like choosing the right shoe. If you’re looking to buy a shoe for long-distance running, you won’t buy a flip flop. You’ll want to get a [...]