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Articles by Ana Perez-Arrieta

May 30 2017

Probate Involves Wills, Heirs, and Much More

The word “probate” is probably one of those terms that you’ve heard people use, but you may not be totally …

Posted in General Articles

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Nov 29 2015

Charitable Giving: Do Good and Get Tax Breaks, Too

You might think that corporations give the most to charity, but it’s actually every day Americans who keep charities going.  …

Posted in Estate Planning, General Articles, General Issues, Taxes

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Feb 27 2015

ABLE Increases Options for People with Special Needs

There may soon might be another option to hold funds for individuals with special needs.  Late last year Congress passed …

Posted in Elder Law, Estate Planning, Family harmony, General Articles, General Issues, Miscellaneous

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Dec 19 2014

Taxing Subject: Year-End Gifting

You have a few more days before the year’s end to make large gifts to family members, friends, and charitable …

Posted in Featured, General Articles

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Feb 28 2014

Is It Time to Start Taking Distributions from Your IRAs?

If you turned 70½ in 2013, you have until April 1, 2014 to take your first required minimum distribution (RMD) …

Posted in General Articles

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