» Elder Law

This uncomfortable, ethically questionable, confusing scene over Ms. Bayliss’ end of life did not have to happen the way it did.  If you don’t want to be in that kind of situation, you need to be responsible for deciding what you want and co… Read More

I suspect that trustees are most often comfortable with a prevention-focused mindset. Here’s my take: Our ability to recognize and deliberately change our mindset just might be a game-changer. For all the laws and expectations put upon trust office… Read More

Veronica, age 75, is struggling with a dilemma.   Her husband, 10 years older, is “losing it” as she put it. He is dangerous because he is so forgetful. Mort is neglecting to pay the bills and make deposits. She was very shocked and str… Read More

With more than 50 percent of first marriages failing and 75 percent of the partners remarrying, “blended” families — which include children from earlier unions — have become the norm. When you have a mixture of children and parents of various… Read More

Veronica, age 75, is struggling with a dilemma.   Her husband, 10 years older, is “losing it” as she put it. He is dangerous because he is so forgetful. Mort is neglecting to pay the bills and make deposits. She was very shocked and str… Read More

Do you love your beneficiaries enough to take the time to check up on your beneficiary forms for your retirement accounts? You want to ensure the your plans are carried out for your loved ones when you are no longer here, and your will is the powerfu… Read More

…Good intentions do not guarantee a charitable contribution deduction. By failing to properly account and document the contribution, however, the IRS and Tax Court [could] disallow the deduction. You may think that being eligible for the charitable… Read More

The good news is the estate tax won’t apply to as many business owners as we feared; the bad news is that when it applies, it has a nasty sting. Over the past several years, we’ve seen estate taxes go through many alterations. We’ve seen change… Read More