Estate plans are almost magical: They allow you to maintain control of your assets, and yet protect you should you become incapacitated. They take care of your family and pets. And, if carefully crafted, they reduce fees, taxes, stress, and time delays. Estate plans can even keep your family and financial affairs private. But one […]
If you have a loved one with disabilities, you may be familiar with “ABLE” accounts, authorized by Congress in 2014 under the Achieving a Better Life Experience Act. ABLE accounts are tax-advantaged savings accounts–similar to 529 education savings plans–whose funds can be used to pay for certain qualifying expenses of disabled individuals. As a result […]
Since the birth of the world’s first test-tube baby, Louise Brown, in 1978, it is estimated that over 8 million children have been born through IVF and other advanced fertility treatments. These days, employers such as Apple, Microsoft, Netflix, and even JP Morgan and several big law firms, offer oocyte cryopreservation – egg freezing – […]
So, you have done the hard work of establishing an estate plan. Good for you! However, you still have serious work to do to ensure that the strategy you have selected will maximize your peace of mind and protect your legacy. Estate plans should be like living, breathing creations that reflect the changes in your […]
