Blog

“I NEVER KNEW I COULD ADOPT AN ADULT”

A while back, I was contacted by an old client who unfortunately told me he was terminally ill with cancer. Mr. Smith, (as we'll refer to him and obviously this is not his real name), my old client, contacted me to tell me that he wanted to get his Will updated. So we...

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The “Do It Yourself” Will

Ahhhh… You think you’re gonna save money by using a do-it-yourself online Will, Trust, Power of Attorney, or just write something up yourself. We love it! Instead of avoiding one lawyer, in many cases it can guarantee work for one, two, or even three lawyers. So, on...

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ESTATE PLANNING SCREW-UPS!

ESTATE PLANNING SCREW-UPS!

I DON’T HAVE MUCH. So what?! You can still decide who gets your stuff! You may not need a complex Trust, but a basic Will can direct where you want assets to go. Who gets the family Bible? Or your mother’s jewelry? Save your loved ones from fighting over who gets...

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COMMON MISTAKES AFTER SETTING UP A TRUST

After you set up a Trust, look at asset transfers and beneficiary designations.  Failure to do so can preclude maximizing benefits and causing extra costs and inconvenience. Typical Trust Mistakes Include: Asset Transfers:   Creating a trust is just the...

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Adoption Tax Credit May Increase With H.B. 206!

House Bill 206 would increase the amount and change the refundability of an existing tax credit for adoption. Under current law, this credit equals the greater of $1,500 or a taxpayer's adoption expenses, up to $10,000. The Bill increases the minimum credit that may...

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How to Make the Most of Dying

The end of life can be chaotic and painful, even if you have money and family support. Though doctors may assume terminally-ill people want to live as long as possible, a 2017 study showed people care more about avoiding strain on their families, having medical...

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WHAT HAPPENS AT THE HOSPITAL DURING MY ADOPTION?

While your baby’s birth mother is in the hospital, a social worker from the Social Services Department will visit to answer questions about the hospital, the adoption process, or parenting. You may visit during visitation hours, or stay in another room by request, but...

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