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Upcoming Seminars

The Difference Between Elder Law and Estate Planning

Elder law and estate planning serve two different — but equally vital — functions. One main difference is that elder law is focused on preserving your assets during your lifetime and managing health care issues that arise or incapacity issues, while estate...

Annual Gift Tax and Estate Tax Exclusions are Increasing in 2022

The amount you can gift to any one person without filing a gift tax form is increasing to $16,000 in 2022, the first increase since 2018. The federal estate tax exclusion is also climbing to more than $12 million per individual. The IRS’s announcement that the annual...

The Benefits of Including an LLC as Part of Your Estate Plan

Limited Liability Companies (LLCs) are an important tool for small business owners, but they can also be useful in estate planning. An LLC can help you pass assets to your children while avoiding gift and estate taxes.  An LLC is somewhere between a partnership and a...

Estate Planning is More Than Just Death Planning

Many believe that estate planning is simply instructions on how to distribute your assets when you pass away, but the reality is that proper estate planning can do much more. While one major benefit of estate planning is to provide for your family and friends when you...