Tax Planning for 2023
Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2023 is just starting, it’s not too early to think about planning for whatever it may bring your way.
The Importance of Having an Estate Plan
We all know that we should create an Estate Plan, yet so many of us procrastinate in undertaking such an important task. Creating an Estate Plan represents a simple, yet effective way to provide comfort and stability to your family upon your death by ensuring that your assets pass in the way that you want to whom you want. Unfortunately, so many encounter a tragedy or crisis before prioritizing their Estate Plan, sometimes it is too late. As headlines often remind us, even those with significant wealth are not immune to the perils of death without an Estate Plan.
The History of Christmas
Yuletide greetings to all of you! Merry Christmas and Happy Holidays! Although most of us are at least familiar with Christmas, how much do you really know about it? For example, did you know that some Orthodox churches celebrate Christmas in January? Read on to learn more! According to History.com, midwinter celebrations were common in […]
How Estate Planning for a Family May Trap the Unwary Practitioner
Attorneys have long advised entire families with respect to their estate planning. Ethics require attorneys to maintain a duty of loyalty to each client they represent and fully advise their clients regarding the structures they are recommending. Sometimes even when the transaction works exactly as intended, lawyers get sued.
Scams Against the Elderly – Part II
Introduction Welcome back! This is the second half of our two-part series on common scams which target elderly people. Yesterday we talked about advance fee scams, phishing, and long cons. Today we’ll be discussing tech support scams, bogus debts, and identity theft. Our primary source will, once again, be the Texas Office of the Attorney […]
Scams Against the Elderly – Part I
We all know that there are a number of schemes and scams which target elderly people. How can we protect ourselves or our loved ones from the plans of scumbags and conmen? Awareness can make us less likely to be targets. After all, conmen are generally going after the easiest “marks”– the fruit which hangs […]
Choosing the right attorney
Estate planning is a meticulous process. Much like choosing a doctor, therapist, or surgeon, we have to be comfortable discussing difficult details with an attorney in order for them to be effective. You need the right guidance at the right time, all with the goal of providing you and your family peace of mind and […]
What About Remarriage?
Divorces (and subsequent remarriages) are more common today than ever before. This means we have to ask ourselves how could a divorce or remarriage affect my estate plan? Many people don’t know the answer to this fundamental question. Failing to make changes today could put your new spouse and children at risk in the future […]