Category archives: Avoiding Probate
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7 years ago
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We're often asked by clients how they can avoid or limit tax consequences for their family and loved ones through Estate Planning. Our answer is that part of our comprehensive and customized approach to working with our clients is to find opportunities to minimize tax liabilities that can include li... [read more]
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7 years ago
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A question we are asked regularly by new and potential clients is how they can prepare for a meeting with one of our Elder Law Attorneys. Our answer is: first, think about your goals, and identify what you'd like to accomplish; second, generate a list of any questions you'd like the attorney to answ... [read more]
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8 years ago
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With Republicans in control of Congress and the presidency, there is talk of eliminating the federal estate tax. In 2017 the tax affects only estates over $5.49 million, meaning that for more than 99 percent of Americans, it's already been repealed. With no estate tax, do you still need a trust? W... [read more]
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