The most vulnerable in our society, the elderly or ill, sometimes fall victim to scams and cons. Targeted attacks on vulnerable older people to exert what attorneys deem “undue influence” constitutes elder abuse. It disrupts the older persons’...
When an asset, such as property or cash, is transferred to another person without getting anything in return a gift tax may be applied. The asset has to be of a certain value for the tax to apply; otherwise, it falls under the gift tax exclusion, either annual or...
On March 25th, 2021 a new bill, “For the 99.5% Act,” was introduced into Congress by Senator Bernie Sanders and Representative Jimmy Gomez. The bill’s current form is only 18 pages long, but its potential impact on federal estate and gift tax laws...
An estate plan is important for people of all ages, but as we age, the need for planning becomes even more critical. Many people avoid estate planning because they do not want to think about the end of life, failing health, or disability. Others believe that an estate...
A simple act of kindness can have a huge impact. For example (and this is by no means an exhaustive list), saying “hello” to the passerby, asking someone how they are doing, calling a person by name, saying “thank you for your service” to veterans and first...
Estate Planning for Families with Disabled Persons and Special NeedsOctober 27, 2021
