In order to provide the highest caliber of legal services, we work diligently to stay up-to-date on legislative changes, landmark legal rulings, and other financial, legal, and healthcare-related issues affecting our clients. When we learn of news or read reports or articles that may interest our clients, we share it here and help you understand how it might impact you.

RECENT NEWS

If Capital Gains & Proposed Tax Law Change Could Boost Your Tax Bill a Charitable Trust Could Help

While it’s great to see significant growth in your stock portfolio and the appreciation of your investments is gratifying, the capital gains can...



Pride Month: A Great Time for Same-Sex Couples to Seal Their Wishes With Estate Planning

Proper estate planning is daunting but necessary for anyone who wants to ensure that their wishes for end-of-life care and the disposition of their...



AVERAGE AMERICANS TO THE UBER WEALTHY COULD PAY MORE ESTATE TAX TO UNCLE SAM

Proposed Estate Tax Reform Seeks to Cut the Stepped-Up Basis, Raise Tax Rate A provision in President Joe Biden’s relief plan could cause average...



DON'T HAVE A HEALTH CARE PROXY? THE TIME TO DRAFT ONE IS NOW

During the Pandemic and in More Normal Times a Health Care Proxy Is Essential COVID-19 has taught us many things. Wash hands. Wear masks. Stay...



USING A REVOCABLE TRUST TO PASS ON REAL ESTATE TO YOUR CHILDREN

Act Now to Prevent the Future Hassles of Out-of-State Probate The concern is a common one: “I want to make it simple for my kids,” say aging...



MORE THAN DIVVYING UP YOUR ASSETS: YOUR ESTATE PLAN BECOMES A GIFT TO YOUR FAMILY

Lessons of Intention and Preparedness That Stick COVID-19 has taught us many lessons, including the importance of being intentional, prepared and...