Utilizing the Client Portal

During this age of remote and virtual work, it has become more important than ever to…

How Can an Estate Planning Lawyer Help?

A lot of people do not understand why an estate planning lawyer is necessary. All you…

Be Aware of Pending Estate Tax Expansion

We do not discuss estate taxes very often because they do not impact most Americans. However,…

What the Proposed Treasury Regulations Mean for Deductions Under Internal Revenue Code Section 2053

To determine a decedent’s taxable estate, the Internal Revenue Code allows the decedent’s estate to utilize…

Recently Divorced? If So, It’s Time to Update Your Estate Plan

Going through the legal process of divorce can leave you emotionally exhausted. Not surprisingly, it can…

The Inflation Reduction Act

After more than a year of debate over the provisions of the “Build Back Better Act,”…

Did the Pandemic Spur Incapacity Planning Awareness?

Far too many people are going through life without estate plans in place, and sometimes an…

Adapt Your Estate Plan Based On the Beneficiaries

Some people think that you have to use a will when you plan your estate unless…

Bear Markets Offer A Chance For Advisors To Grow, Consultants Say

Even if there is a recession, it might still be a great time to grow…

Should Senior Citizens Have Long-Term Care Insurance?

A lot of people receive a rude awakening when they learn about living assistance. The first…