by Lauren Jackson | Oct 14, 2020 | Estate Planning, Real Estate
With a push by the Democratic party to return federal estate taxes to their historic norms, taxpayers need to act now before Congress passes legislation that could adversely impact their estates. Currently, the federal estate and gift tax exemption is set at $11.58...
by Lauren Jackson | Oct 6, 2020 | Estate Planning
Estate planning—it is an incredibly important tool, not just for the uber-wealthy or those thinking about retirement. On the contrary, estate planning is something every adult should do. Estate planning can help you accomplish any number of goals, including appointing...
by Lauren Jackson | Sep 8, 2020 | Estate Planning
A popular question that I answer a lot for my estate planning clients is what is the Medicaid look-back period for assets? When clients realize they might be eligible for Medicaid, they start their estate planning with that in mind. However, the timing of everything...
by Lauren Jackson | Jun 28, 2020 | Estate Planning
One question that I continually hear from clients, friends, and family is what type of life insurance should I get? First off, let’s acknowledge that I am not an insurance salesperson and I do not and have never sold insurance. The following information is...
by Lauren Jackson | Jun 17, 2020 | Estate Planning
When I’m talking with my clients about how often to review their estate planning documents, I always recommend they review all financial accounts; how they are titled and who are the listed beneficiaries. A good habit to get into is to do an annual review. I...
by Lauren Jackson | Apr 25, 2020 | Estate Planning, Joint Trust
News about the coronavirus is everywhere, and we have all been affected by it in some way, even if we are currently completely healthy. Although it may seem as though circumstances are spinning beyond our control, we are not powerless. There are steps we can take to...
