Taking a home inventory means that you are documenting the valuables in your residence, usually by taking photos of them and saving any receipts that prove how much you spent on them. The goal is to make sure that you receive the maximum payout from your homeowners’ insurance policy if a fire, lightning strike, […]
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Resolve to Finally Plan Your Estate in 2026
As the new year starts to come into focus, people will invariably start to make resolutions. With this in mind, we encourage you to make 2026 the year you finally end the procrastination and plan your estate. When you understand the facts, you will see that it is easier than you think. Asset Transfers The […]
Estate Planning for Chosen Families: Protecting the People Who Matter Most
Estate planning is about making sure the people you care about are protected. For many, those people may not fit traditional definitions of family. Whether you’re part of the LGBTQ+ community, have close friends who function as family, or care for loved ones outside of legal or biological ties, your estate plan should reflect your […]
How Much Is the 2026 Estate Tax Exclusion?
When a new year arrives, the government will update some significant monetary thresholds, and some of them impact estate planning and elder law matters. One of them is the amount that can be transferred before your estate is taxed. With this in mind, the 2026 estate tax exclusion has been announced by the Internal Revenue […]
Beyond the Grave: Eco-Friendly Alternatives to Traditional Burials
Green burials are not something new. In fact, it has been the custom of many cultures for centuries to bury their dead in this manner. In a green burial, the body is neither prepared with any embalming chemicals nor cremated. The body is wrapped in a simple shroud and placed in a biodegradable coffin. […]
Don’t Be a Turkey or a Ham- Take Advantage of Your Annual per Donee Exclusion Amount
The holidays are a great time to review the past year and make plans for the upcoming one. Part of those plans should be reviewing your Estate Plan and considering what, if any, steps you should take to help you achieve your goals. One of the easiest, but most overlooked, ways to do some quick planning is to take advantage of the annual per donee exclusion amount which can have a tremendous impact on reducing the estate without use of the applicable exclusion amount.
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