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The When I’m Gone File – An Act of Love

In a 2020 blog, I introduced the idea of When I’m Gone File, an important blueprint for family members dealing with financial and personal affairs in the event of your passing. Four years and a global pandemic later, the topic…

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Health and Fitness and Older Americans

May brings with it warmer weather, beautiful flowers, and new summer activities. It is also the month of focusing on a group of people rich with wisdom, experience, and vitality. May is designated as Older Americans Month, a time to…

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A notepad with the word tax planning next to a cup of coffee and a magnifying glass.

2023 Federal Estate and Gift Tax Numbers

April – spring, and renewal, and hopefully many gorgeous, sunny days, when the weather is perfect.  Also, tax time. For an estate planning attorney, keeping updated on the latest federal tax numbers from the IRS, including estate and gift tax…

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