News & Resources

Clients are often aware that each year the IRS allows individuals to gift $14,000.00 to any individual without incurring any adverse gift tax consequences. This is called the annual exclusion. It used to be $10,000 per year...

During the course of my career, I have represented a number of individuals with their estate planning and Medicaid planning matters.  During that course of representation, we have utilized documents called Powers of Attorney...

After a few months of discussion and revisions, last month Congress passed and President Trump signed the Tax Cut and Jobs Act of 2017.  This is the 2nd largest tax cut package in United States history behind only the 1981...

The loss of a loved one can be a very emotional and stressful period of time.  A number of items need to be handled, such as funeral arrangements, contacting family members, coordination of church services, and working with...