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The Basics of Estate Taxes

The Basics of Estate Taxes

An estate tax is imposed in the US when assets pass from an estate of a deceased individual to an heir or beneficiary. An estate tax is not the same as an inheritance tax. It’s a tax on the total…

A Post Pandemic Estate Plan

A Post Pandemic Estate Plan

We have witnessed an unprecedented shift in our daily lives as a result of the COVID-19 pandemic. From remote working and online schooling to virtual doctor consultations and contactless deliveries, technology enabled us to adapt and continue functioning while practicing…

Guardianship of Elderly Parents

Guardianship of Elderly Parents

A parent who is aging often loses the ability to think clearly and make meaningful decisions. This growing inability may occur due to Alzheimer’s disease, other forms of dementia, mental illness, stroke, brain injury, or other severe health or disability…

A Comparison of Elder Law and Estate Planning

A Comparison of Elder Law and Estate Planning

Despite some overlap, estate planning and elder law serve different purposes, yet both are equally vital to protect yourself and your family. The two terms tend to go hand in hand, but there are some differences. The biggest difference is…

Estate Planning and Tax Reform

Estate Planning and Tax Reform

You may need to update your estate plan annually to take into account changes in federal estate tax law, gifts, and GST exemptions. Since 2018, federal tax assessment on estates above $11.7 million, indexed for inflation every year, will default…

Living Wills: Ten Things You Need to Know

Living Wills: Ten Things You Need to Know

Living wills are not last wills and testaments that indicate how you want your assets to be distributed after your death. Instead, it is a mechanism to communicate to your family and doctors how you want medical care conducted when…

Health Care Directives Are Important

Health Care Directives Are Important

Most people can communicate their wants and needs, but some people lose that ability when they are ill, injured, or afflicted. When this happens, they need someone they trust to advocate for them. You can prepare the proper legal documents…

Getting Rid of Unwelcome Medical Bills

Getting Rid of Unwelcome Medical Bills

Even if your insurance covers you, you might still be forced to pay huge medical bills after an emergency. For example, suppose that you underwent emergency surgery for some reason. You scheduled it at a hospital that participated in your…

Maximize Your Social Security Retirement Benefits

Maximize Your Social Security Retirement Benefits

Over the course of their working lives, American workers contribute to the Social Security fund through payroll taxes. Individuals may opt to receive Social Security benefits as early as age 62. However, claiming SS benefits before the full retirement age…

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