Recent Posts

Medicaid Planning

Title XIX of the Social Security Act was enacted in 1965 and is a joint federal and state program whose purpose is to pay for the medical care of American citizens and permanent residents who are poor and who are aged, blind or disabled, or members of families with...

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Selecting a Trustee

A Trustee should be someone that a client trusts and believes can work well with the beneficiaries of the trust. The decision as to whom should be appointed as a Trustee is something that should be carefully considered and not made lightly. Below is a brief discussion...

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2021 Updates in the Law and the Firm

Update in the Law In 2021 the federal gift, estate and Generation Skipping Transfer tax applicable exclusion amounts will increase to $11.7 million per person ($23.4 million for a married couple). It is important to note that there is a sunset provision on this tax...

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Choosing Business Entities

When deciding to open a business, there are a number of different entities from which to choose from. There are advantages and disadvantages to certain entities and this document will provide a brief overview of the different entities and other things that a new...

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