The rules surrounding taxes on gifts often create confusion during tax season or any other time. Below are some of the nuts and bolts of the gift tax, including when…

If you become incapacitated, who will make your medical decisions? A health care proxy allows you to appoint someone else to act as your agent for medical decisions. It will ensure…

Funerals are among the most expensive purchases many consumers will ever make, ranking only behind the purchase of a home and an automobile. A traditional funeral, including a casket and…

How frequently you should review your estate plan depends on how old you are and whether there has been a significant change in your circumstances. If you are over age…

California attorney Michael Avenatti, who came to national attention for his representation of adult film actress Stormy Daniels in her lawsuit against President Trump, was recently charged in federal court…

People wishing to help someone with special needs save for their future without jeopardizing the recipient’s public benefits can now do so using a Gift of Independence gift card. Funds in these…

A proposal tucked into the Social Security Administration’s (SSA) 2020 budget, released March 18, is raising fears that people applying for government disability benefits will soon have their posts on Facebook, Twitter and…

When parents ponder how to provide for their child with special needs, they sometimes forget one of the key advantages of a special needs trust that is created while the…

Communication resulting from use of this web site does not create an attorney-client relationship. You will need to meet with an attorney and sign a separate written retainer agreement.

logo-footer