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

Finding Out What Family Really Means… Adult Adoption May Just Be the Answer

We thought it was time to write a feel-good story about estate planning which admittedly can be a mixed bag activity. On the one hand, creating a...



BUYER BEWARE: DO-IT-YOURSELF ESTATE PLANNING IS RISKY

LegalZoom is a do-it-yourself (DIY) online platform that provides a cheaper alternative to legal tasks than heading to a law firm. Lured by saving...



What to Do With Your Cherished Home When You Die: It’s Not as Easy as You Think

The reality is that leaving your house to your kids when you die is not always what your heirs want you to do with it. Trust us. All you have to do...



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...