When it comes to life insurance policies, naming a beneficiary is more than just a formality—it’s a crucial step to ensure your loved ones are protected and avoid unnecessary complications in the future. For blended families, this choice can be…
Dear Valued Clients, As we approach the season of gratitude and reflection, I want to take a moment to personally thank you for the trust you have placed in our firm. For nearly 35 years, it has been our privilege…
Aging brings a unique set of challenges, from navigating healthcare options to protecting financial assets and ensuring long-term care needs are met. When it comes to securing a sound future, the guidance of a specialized professional—an elder law attorney—can be…
The Internal Revenue Service (IRS) has released its tax inflation adjustment figures for tax year 2025. Annual Gift Tax Exclusion Effective January 1, 2025, you will be able to make individual gifts of up to $19,000 in the calendar year…
Your Pet May be Family to You, But the Law Sees It Differently! Our pets give us unconditional love, companionship, and loyalty—they’re truly part of the family. But have you ever thought about what happens to them when you're no…
Keeping track and making sense of government policies and presidential candidates’ promises can be daunting during any election year. This year is no exception. Consider Social Security and Medicare, two 2024 election issues that are top of mind for older…
A trustee is the person or institution appointed to manage a trust on behalf of beneficiaries of the trust. Being a trustee is a significant responsibility. Those serving in this role must always act in the best interests of beneficiaries…
The period following the death of a loved one can be a tumultous time. Dealing with death and receiving an inheritance brings mixed emotions. The loss of a loved one is distressing, and while added funds can bring relief, it…
Estate planning is crucial for any family, but it becomes even more vital when it comes to blended families. Blended families, where one or both spouses have children from previous marriages, face unique challenges. Ensuring fair and equitable distribution of…
If you choose not to have a will or create one without the assistance of an experienced estate planning attorney, you could be leaving your heirs with a costly and complicated situation. Without a valid will, state laws determine the…