Category: Estate Planning

Cognitive Impairment A Long And Winding Road

Posted on March 26, 2019

Article written by Beth Ann Lawson, Esq. As an attorney, I meet wonderful families in various stages of planning for the mental incapacity of a loved one.  Some families are struggling with a current crisis with more limited legal options […]

Posted in Estate Planning

Retirement Plan Trust

Posted on February 27, 2019

Article written by Jonathan B. Osler, Esq. If you are reading this article, chances are good that you have done an excellent job socking away funds in an Individual Retirement Account (IRA) or in multiple IRAs.  Indeed your IRA may […]

Posted in Estate Planning

Tax Savings For Small Business Owners Under IRC Section 199A

Posted on January 31, 2019

Article written by M. Eldridge Blanton III, Esq. BACKGROUND The Tax Cuts and Jobs Act of 2017 (TCJA) took effect on January 1, 2018. Taxpayers filing in 2019 will use TCJA provisions to report their 2018 taxes. Owners of small […]

Posted in Estate Planning

Gifting in the New Year

Posted on January 8, 2019

Article written by Kevin O’Donnell, Esq. Everyone likes receiving gifts but most do not associate gifting with estate planning.  Many of our clients use gifting as a part of their estate plan for several reasons.  By giving while you are […]

Posted in Estate Planning

Paying for Long-Term Care for Veterans

Posted on December 18, 2018

Article written by Kevin O’Donnell, Esq.            Assisted living facilities and nursing homes have become astonishingly expensive.  If you are a veteran and struggling to plan for how to pay for long-term care costs without spending […]

Posted in Estate Planning