by Lisa Adler | Mar 24, 2020 | Uncategorized
Loss of a loved one is always difficult, but losing a family member at this time of pandemic is made harder by the social distancing and other restrictions being put in place. Funeral homes are limiting who can attend a funeral. At this time, when it may not be...
by Lisa Adler | Mar 22, 2020 | Uncategorized
During this frightening time, we are all reminded of life’s unpredictability and the need for estate planning. I utilize technology to virtually meet with clients, via videoconference or teleconference. You can work with us to get your estate plan in place...
by Lisa Adler | Jan 1, 2020 | Estate Administration, Intestate, Trusts, Uncategorized, Wills, Wills & Trusts
Happy New Year! Here’s what the new year brings for estate and gifting taxes. The 2020 tax changes are: The Estate and Gift tax exemption rate is increased (adjusted for inflation) to $11.58 million per individual in 2020. This is an increase from $11.4...
by Lisa Adler | Jan 20, 2019 | Elder Law, Estate Administration, Incapacity Planning, Intestate, Litigation, Trusts, Wills, Wills & Trusts
Is an estate planning tune up on your list of New Years Resolutions? If yes, you’re in good company! Check out this fun “punch list” from Above the Law: Estate Planning Resolutions For 2019: How To Be A Grown-Up In The New Year. This is a great list...
by Lisa Adler | Jan 1, 2019 | Estate Administration, Wills & Trusts
Happy New Year! Now, time to talk taxes! The 2019 tax changes are: The Estate and Gift tax exemption rate is increased (adjusted for inflation) to $11.4 Million per individual in 2019. This is an increase from $11.18 Million per individual in 2018. Planning...
