by Lisa Adler | Apr 15, 2020 | Uncategorized
Life is busy! So many of us have had “estate planning” on our “To Do” list for far longer than we’d like to admit. My estate practice relies on technology, to serve you from the comfort of home, at a time convenient for you. While I...
by Lisa Adler | Mar 24, 2020 | Uncategorized
Loss of a loved one is always difficult, but losing a family member at this time of pandemic is made harder by the social distancing and other restrictions being put in place. Funeral homes are limiting who can attend a funeral. At this time, when it may not be...
by Lisa Adler | Mar 22, 2020 | Uncategorized
During this frightening time, we are all reminded of life’s unpredictability and the need for estate planning. I utilize technology to virtually meet with clients, via videoconference or teleconference. You can work with us to get your estate plan in place...
by Lisa Adler | Jan 1, 2020 | Estate Administration, Intestate, Trusts, Wills, Wills & Trusts
Happy New Year! Here’s what the new year brings for estate and gifting taxes. The 2020 tax changes are: The Estate and Gift tax exemption rate is increased (adjusted for inflation) to $11.58 million per individual in 2020. This is an increase from $11.4...
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...
