Even as public restrictions are being lifted, employers continue to deal with COVID-19 issues in the workplace. In the Summer of 2020, the issues faced by many employers were working […]
For more than a year, the COVID-19 has impacted all businesses. Amid the recent vaccine efficacy and a nationwide decrease in COVID-19 cases, much of society seems to be inching […]
I meet with many clients every year who wish to plan for their after-death gifting. The gifting of assets using a Last Will and Testament is responsible and essential, but […]
Q: What is all this talk about “the loss of a step up in basis”; and, why is it so important?A: The loss of a step up in […]
The first and best alternative to guardianship is good planning. If possible, appoint a Health Care Representative and Durable Power of Attorney well before you ever need help with medical […]
The answer is: Now! It is never too early to start planning for nursing home care. Even young married couples or individuals should start planning. Accidents or the sudden onset […]
Q: What are my next steps, from a legal perspective, once there is a diagnosis of dementia?A: The first thing to do is to schedule an appointment with an elder […]
Q: Will you please elaborate on the definition, purposes, and protocols attributable to Powers of Attorney documents?A: The term “power of attorney” becomes more understandable if you bear in mind […]
“Funding a trust” refers to the process of placing assets into a trust. It is a critical step and, if left undone, can undermine your entire estate plan. Trusts are popular […]
Many seniors title their financial accounts jointly with their children. However, extreme caution and careful consideration should be exercised before doing this. First, ask yourself what is the reason for […]