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We talk a lot about Living Trusts as an important part of estate planning. What we don’t talk about is a Trust and your taxes. But if you’re creating a Trust, thinking about transferring property, or naming a Successor Trustee, taxes are an important consideration. This is about your, your...

I had a doctor who used to tell me that a certain amount of stress was good for me. And I have to agree. I like the adrenalin rush of working on a deadline, of juggling priorities to meet objectives and the exhilaration of making it all work. Stress keeps...

“Hello. This is the Internal Revenue Service. We’re calling about your 2017 tax returns. Please call us back as soon as you receive this message to avoid further penalties.” What? Who wouldn’t freak out when receiving a voicemail like this? We all get spam and scam phone calls. Most of...

A growing number of Americans are unmarried and childless, and they may be facing the prospect of an uncertain, solitary old age. A New York Times article, Single? No Kids? Don’t Fret: How to Plan Care in Your Later Years, by Susan B. Garland, tells how one childless woman has strategically...

We’ve all read disturbing stories about elder abuse, and it may be these stories that contribute to a reluctance by many seniors to create a Power of Attorney. The Agent you name as your Power of Attorney will be responsible for determining where and how you live out your life....