"Cost basis" is a term unfamiliar to most. Estate planning lawyers and accountants use it a lot, but what does it mean? Cost basis is used to … [Read more...] about What is “step-up in tax basis”?
A topic that seems rarely to be addressed by the media, but which has serious consequences, is elder abuse. Caring for frail older people is a very … [Read more...] about Elder abuse
Cohabitation has become more common even among older couples. There are many reasons couples chose to live together rather than marry, including … [Read more...] about Cohabitation Agreements
What if you want to make sure that a family member does not receive any of your assets after you die? Even though the word “disinherit” may conjure up … [Read more...] about How do I disinherit a family member?
Throughout my twenty years as an estate planning attorney, I have experienced the effects of the above question. Too often, the problem has been … [Read more...] about How do I discuss estate planning with my family and loved ones?
It would be appropriate to state that 2020 has been a difficult year. Although we can be grateful that we are not in a world war and that we are … [Read more...] about Estate Planning in 2021
Although charitable giving can be beneficial whether you have a large or small estate, there can be significant tax savings for larger estates that … [Read more...] about How charitable giving can benefit everyone except “Uncle Sam”
Thanksgiving brings fond memories. As a young boy growing up, I loved meeting at grandma’s house on 21st Street in old Las Vegas. We crammed … [Read more...] about Gratitude and estate planning
Relocating to a new state often creates issues affecting estate planning. Many people wonder if they need a new will or trust when they move … [Read more...] about Estate planning when relocating to a new state
If you have never signed a will or trust, you still have an estate plan. Some of you may be asking, “How?” The answer is the state has a … [Read more...] about What happens if no will or no trust?