As 2019 draws to a close and a new decade dawns, we need to think of…tax planning! Some years Congress tweaks the laws more than other years. This was a relatively quiet year for changes. Still, even in a quiet year, some things change due to inflation increases, etc.Estate Tax Planning Applicable Exclusion rises from […]

The holidays are a special time for friends and family. We gather around the tree recalling past joyful times and we remember loved ones who are no longer with us. While we are gathered is a great time to pull loved ones aside and speak with them about your estate planning. If you’ve chosen a […]

The Silver Tsunami of Baby Boomers is about to crash on the shore of mortality. But that doesn’t mean they’ve done their estate planning. Every day, 10,000 Baby Boomers turn 65. This phenomenon will continue through to the year 2035. This is the age when people begin to think more concretely about their mortality. They’re […]

More and more Americans are dying at home rather than in hospitals. According to the New England Journal of Medicine, in 2017 29.8% of deaths by natural causes occurred in hospitals while 30.7% occurred at home. The percentage of people dying in hospitals has been declining for several decades. While in 1912 two-thirds of people […]

The holidays are quickly approaching and we all have plenty on our minds. Between end of year work responsibilities, holiday shopping, and various social occasions, a thoughtful act for a stranger may seem impossible to squeeze in. However, I was recently reminded of just how important acts of kindness are – whether planned or random. […]

Estate Planning is essential for many reasons, which are set forth in prior articles. Links to these articles are set forth at the end of this article. This series focuses on how an Estate Plan could be challenged. This series shows the importance of doing Estate Planning in the right way. The first article in […]

While Google has always continuously tweaked its algorithm, making hundreds of changes each year, these last six weeks have been especially volatile in the SEO (search engine optimization) industry. Some major updates were made to both the core and local algorithms, other updates were reversed, and many websites saw drastic changes in both rankings and […]

This week I’m sharing a blog from the office of Mike Wakshull, a forensic document examiner. I’ll be sharing blogs from Mike Wakshull in this space from time to time. Now, here’s the blog from Mike Wakshull: Blog Author: Mike Wakshull, MS, CQE, CISA, PMP You see an unfamiliar signature on a will or trust […]

As a human resource professional, creating a respectful workplace for employees is a top priority. A respectful workplace begins with trust. Strong teams are built on a foundation of trust, and a team without a basis of trust cannot function as a team—it can only function as a group of people. There is a major […]

Estate Planning is critical to making sure your wishes are carried out. This series focuses on how an Estate Plan could be challenged. This series will show the importance of doing Estate Planning in the right way. The first article in the series looked at formal requirements. This second article focuses on undue influence. Undue […]