Blog Digest

Your estate planning is done, but is it? A periodic review is an important ongoing step to your planning.

Assisted living communities and other healthcare settings cited for previous COVID-19 safety violations are facing additional pandemic-related scrutiny from the federal government.

Does your retirement budget account for all of these costs?

When it comes to owning property in two different states, you may wonder how to manage these in your estate plans.

In 2017, Congress doubled the exemption starting in 2018, and the amount will continue to rise with inflation through 2025. This expansion helped reduce the number of taxable estates to about 1,300 for returns filed in 2020 from about 5,200 in 2017, according to the latest IRS data.

You don't get to use all the money in your traditional 401(k) and IRA for retirement because you still have to pay taxes on it.

Why Elder Law Is Necessary? In two words: baby boomers.