Hey there, welcome to my explanation about Federal Estate Taxes and Gift Taxes in the United States. I’ll break it down in a way that’s easy to understand. Federal Estate Tax Overview: The federal estate tax in the United States is a tax imposed on the transfer of a person’s estate upon their “death”. This […]
Special needs planning involves developing a detailed financial and legal strategy to provide continuous support for individuals with disabilities, especially those who will require assistance throughout their lives. The main aim is to ensure that these individuals have a good quality of life while still being eligible for government benefits and help. These benefits often
What is a Special Needs Plan? Read More »
When you hear the word “estate,” do images of grand mansions, piles of money, and luxurious belongings immediately pop into your mind? You’re not alone. Many people associate estates with wealth beyond measure. However, the reality is far simpler and yet far-reaching than these flashy notions. Now hear this: the moment a person passes away,
Demystifying Estate Planning: More than Money and Mansions Read More »
When it comes to creating an estate plan, there is no “one size fits all” approach. Just as each individual is unique, so should their estate plan. An estate plan is not merely a legal document; it’s a reflection of your values, priorities, and wishes for the future. As an estate planning attorney, I often
What Are Your Goals Behind Creating An Estate Plan? Read More »
When it comes to estate planning, there is no ‘one size fits all’ approach. Hence, an estate planner must think ahead and plan for unanticipated circumstances. A power of attorney is a very powerful tool and an integral part of a comprehensive estate plan. A power of attorney is a legal document that grants authority
I already have a Revocable Living Trust in place. Why do I need a Power of Attorney? Read More »
When it comes to securing your legacy and ensuring your assets are distributed according to your wishes, will-based estate planning stands as a time-tested and reliable option. A last will is a legal document that allows you to outline how you want your property and possessions distributed after your passing. The key phrase here is
Welcome to my blog, where passion, expertise, and personal experience converge to empower individuals and families as they navigate the intricate realm of estate planning. I am thrilled to introduce myself as a lawyer, an estate planner, and a mom to a child with special needs, a.k.a. a warrior. It is my journey as a
