2024 Annual Gift and Estate Tax Exemption Adjustments
With the arrival of the new year, revisions to the annual gift tax and estate tax exclusions will be going into effect, as recently announced by the Internal Revenue Service.
Using a QTIP Trust in Estate Planning
Qualified terminable interest property (QTIP) trusts enable individuals to maintain control over the assets they leave their spouse while preserving wealth and leaving a meaningful legacy for children and charities.
Notarizing Documents for Seniors With a Dementia Diagnosis
An Alzheimer’s or dementia diagnosis can be a challenging journey for the person and family alike. When the diagnosis occurs, a ticking clock begins on the timeline for getting proper and sound notarizations done for crucial legal documents.
PACE Program Helps Seniors Remain at Home
Most seniors want to be able to stay at home as long as they can instead of moving into a nursing home. The PACE program provides care and services to some nursing home-eligible seniors to enable them to remain in their home longer.