Recent Posts

2023 Updates

Update In The Law  In 2023 the federal gift, estate and Generation Skipping Transfer tax applicable exclusion amounts will increase to $12.92 million per person ($25.84 million for a married couple). It is important to note that there is a sunset provision on this tax...

read more
Scams Targeting Seniors

Scams Targeting Seniors

Now more than ever, financial scammers are targeting seniors through sophisticated ploys. Seniors tend to be targeted because they are often more trusting and compassionate. Here are 4 things for seniors to be on the lookout for:...

read more

Horses and Divorce

Unfortunately, there is no way to guarantee that a horse will be awarded to a certain spouse upon a divorce. However there are a number of things a person can do to increase his or her chances in being awarded the horse upon a...

read more

Managing Someone’s Assets

There are a number of ways in which a person may manage the assets of another. The choice will depend on the type and value of the assets, and whether the person for whom they are being managed is competent or incompetent. If circumstances change, the form of...

read more

Tricky Items To Inherit

People often hold a number of different assets or property when they pass away. Some assets are trickier to pass down to the next generation than others. Here is a list of some of the trickier items to pass down: Vacation homes Artwork Guns Airline miles Pets...

read more

To access the Sowerby & Moustakis Law, PLLC, Client Portal

please click the link below.