Helping our neighbors plan for their family’s future and avoid painful issues.
1. Assessing Your Impact: What’s Included in Your Digital Footprint? You may not realize this, but throughout your lifetime, you have been making an imprint on the virtual world. When you pass, your digital footprint will remain behind. What’s included in your digital footprint? Personal correspondence (emails, text messages, etc.) File and documents (both on your devices and in the cloud) Read More
What are the estate planning implications of gifting property or money to your heirs? I often get this question during the seminars I give regarding estate planning and Medicaid eligibility. People want to know what happens if I give my heirs some money now? How does that effect my estate? How is it taxed? And is it a good idea? And what is the origin of that silly phrase “Don’t look a gift horse in the Read More
