The acronym HIPAA stands for the Health Insurance Portability and Accountability Act of 1996. In... [Read more...]
Staying Current is Especially Important in the Pandemic
The President’s bout with COVID-19 demonstrates the importance of keeping planning current. A Health Care... [Read more...]
Planning Is Important
Planning is important. End-of-year tax planning is one part of that planning. This year you... [Read more...]
Chadwick Boseman Demonstrates the Importance of Planning
Chadwick Boseman played many heroic American roles and the superhero role of the Black Panther.... [Read more...]
Puerto Ricans are Unique, as Is Estate Planning for Them
Puerto Ricans hold a unique position under U.S. law. U.S. estate taxation treats those from... [Read more...]
Generational Wealth is Key to Leveling the Playing Field
Generational wealth is wealth earned by one generation and passed on to the next. Generational... [Read more...]
Use the Exclusion or Lose It
Currently, each person can give $11.58 million during life or at death. However, that amount... [Read more...]
Planning for Incapacity
There is more to estate planning than disposing of your assets after your death. Planning... [Read more...]
Will Your Estate Plan Still Work If You Move?
Before the pandemic, Americans were more mobile than ever. When you move, you have to... [Read more...]
Building Flexibility into Your Plan
There are all sorts of formalities to an estate plan. Does that mean you can’t... [Read more...]
Leaving Assets Can Be Tricky – Part 3
Leaving assets to your adult children or other beneficiaries may seem simple. But in many... [Read more...]
Leaving Assets Can Be Tricky – Part 2
Leaving assets to your adult children or other beneficiaries may seem simple. But in many... [Read more...]