Posted on: July 4, 2024
As you celebrate the Fourth of July and all it represents - freedom, independence, and the pursuit of happiness -, take pride in the ultimate American liberty: the right to decide your affairs, even after death or in the event of incapacity. An estate plan, specifically a Life & Legacy Plan, is the way to […]
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Posted on: July 1, 2024
June marked Men’s Health Month, a time dedicated to raising awareness about health issues predominantly affecting men and encouraging the early detection and treatment of disease among men and boys. So, let’s turn the focus to you, gentlemen. You already know that taking care of your health allows you to prolong your life and enhance […]
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Posted on: June 24, 2024
When your child turns 18, they’re legally considered an adult even though they have much more growing to do (though they may not think so!). Just like any other adult, their health and financial information is protected by privacy laws. But unlike any other adult, that’s still your child, and you want to support them […]
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Posted on: May 16, 2024
More young adults live at home with their parents today than ever since the 1940s. While there are many different opinions about this trend and the cause of its recent prevalence, the primary motivation for young adults staying at home with their parents is usually related to finances. Most adult children still at home plan […]
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Posted on: May 13, 2024
The Internal Revenue Code assesses a tax (gift or estate) on transferring money or property from one person to another during life or at death, with some exceptions. One example is the Self-Canceling Installment Note, which we will discuss in this post. If you own accounts or properties worth a lot of money and expect […]
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Posted on: May 2, 2024
An intrafamily loan is a financial arrangement between family members—one who is lending and another who borrows. An intrafamily loan may be used to help a family member who needs money for several reasons: Lending to a child or grandchild can be satisfying. Your loved ones can benefit from flexible repayment terms and interest rates […]
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Posted on: March 25, 2024
When creating a last will and testament (commonly known as a will), one of your most important considerations is who to choose to serve as the executor (also called a personal representative) of your estate. As the name implies, the role of the executor is to execute the instructions you provide in your will. You […]
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Posted on: March 3, 2024
The United States hosts the highest number of immigrants globally, but increasingly, Americans say they are looking to relocate permanently to another country. Many wealthy Americans are also interested in buying real estate overseas and living there at least part-time. This trend raises the issue of estate planning for expatriates. While moving overseas is often […]
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Posted on: February 19, 2024
February 19th is the day we celebrate several US presidents who made noteworthy contributions to our country. As with any discussion that involves politics, a discussion about US presidents risks generating a variety of opinions about which reasonable minds can disagree. However, politics is not the focus of this blog post. Instead, we aim to […]
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