by Lisa Adler | Jan 1, 2021 | Estate Administration, Incapacity Planning, Intestate, Trusts, Wills, Wills & Trusts
The IRS has increased exemptions for 2021, which could be helpful to you. Specifically, the federal estate tax exemption has increased to $11.7 million (up from $11.58 million in 2020.) This is the amount you can transfer at your death or (as a lifetime credit)...
by Lisa Adler | Dec 20, 2020 | Appointment of Healthcare Representitive, Incapacity Planning, Intestate, Living Wills, Power of Attorney, Trusts, Wills, Wills & Trusts
The holidays have arrived and the new year will be soon upon us. Safe to say, many of us are ready to say goodbye to 2020! As you make your list of plans and goals for 2021, it may be time to put an estate plan in place or revisit your existing plan. We are able to...
by Lisa Adler | Jan 20, 2019 | Elder Law, Estate Administration, Incapacity Planning, Intestate, Litigation, Trusts, Wills, Wills & Trusts
Is an estate planning tune up on your list of New Years Resolutions? If yes, you’re in good company! Check out this fun “punch list” from Above the Law: Estate Planning Resolutions For 2019: How To Be A Grown-Up In The New Year. This is a great list...
by Lisa Adler | May 17, 2018 | Appointment of Healthcare Representitive, Estate Administration, Incapacity Planning, Intestate, Litigation, Living Wills, Power of Attorney, Trusts, Wills, Wills & Trusts
How should a mother provide for her children in her will? A recent article asks this question, pointing out that many women live alone and need to make decisions on their own, and not with a spouse or partner, regarding their estate planning, finances, and...
by Lisa Adler | May 11, 2018 | Appointment of Healthcare Representitive, Incapacity Planning, Living Wills, Power of Attorney, Trusts, Wills, Wills & Trusts
With the new tax law, and the Federal Estate Tax exemption at more than $11 Million per person, the question arises: Is Estate Planning Now Dead? The answer is without question: No, estate planning is certainly not dead! Planning is as important as ever. The change...
by Lisa Adler | Apr 3, 2018 | Appointment of Healthcare Representitive, Estate Administration, In the News, Incapacity Planning, Intestate, Living Wills, Power of Attorney, Trusts, Wills, Wills & Trusts
Here’s a journalist’s take on getting (his long put off) estate planning documents in place: What it was Like to Finally Write My Will, by John Schwartz. And here’s Mr. Schwartz’s “To Do” list from this piece. Of course, I...
