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Category: News and Blog



Oct 30 2017

Transferring Digital Currencies at Death

People who hold digital currencies such as bitcoin need to think carefully about passing them on.  Something known as a …

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Oct 27 2017

Why You Might Want a Trust

Clients often ask if they need a trust instead of a Will.  It’s a very personal decision, but here are …

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Oct 26 2017

Considering Moving Closer to Family?

With families commonly spread out across the country, or even the world, many parents consider moving closer to a family …

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Oct 25 2017

Survey: Caregiving Has Its Rewards

A new survey of those caring for loved ones with dementia indicates the rewards of providing care are not insignificant: …

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Oct 24 2017

Having the Money Talk

Grown children hate talking to their parents about money, but there are important reasons to do it.  Here are some …

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Oct 23 2017

Estate Tax or Not, You Need a Plan

You may be convinced the GOP will finally eliminate the estate tax.  Great, but you still need an estate plan.  …

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Oct 20 2017

IRS Announces Tax Limits for 2018

The estate tax exemption is going up to $5.6 million (the IRS zoomed right by $5.5) for 2018, and the …

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Oct 19 2017

The Tomayto and Tomawto of Taxes

Some call it the “death tax,” others call it the “estate tax.”  The branding means more than it probably should, …

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Oct 19 2017

New Tool in Elder Abuse Fight

New federal elder abuse law aims to make it easier to prosecute scammers.

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Oct 18 2017

Choosing Your Executor/Trustee

We often talk about how important it is to carefully choose who will administer your estate, whether via a trust …

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