When you do not have a medical power of attorney and a living will, someone else will still need to make decisions about your healthcare.

Although we may not always recognize it, financial decisions and tasks are a part of our everyday lives. They range from daily spending habits to more complex retirement planning.

Like death, incapacity looms large, especially as you get older. Acknowledging the very real risk of incapacity is the first step in addressing it.

Due to ongoing litigation, the CTA’s compliance deadline is frozen and companies are not required to report beneficial ownership information with FinCEN.

Here are some fun New Year’s trivia questions and factoids to stimulate the mind and ring in 2025.

The holidays serve as a reminder of how quickly life happens. Will you suddenly be asked to help care for a loved one?

Gathering with friends and family this holiday season can serve as an important reminder for you to ensure that the right people are included in your estate plan.

The 2024 election has significant implications for estate planning due to potential proposed changes in estate taxes, capital gains, and wealth transfer regulations.

We are writing again to make sure you are aware of the CTA Federal reporting obligations this year that may apply to you.

Our own Colleen A. Noonan, Esq. and John E. Zurek, Esq. co-authored an article entitled Estate Planning for Polyamorous Families, published in the NAEPC Journal of Estate & Tax Planning.

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