Category: Uncategorized

Hiring a Caregiver If you’ve ever cared for a seriously ill or aging loved one, you’re not alone. According to the latest figures, more than 53 million Americans report providing unpaid care to another adult or child over the past…

Private Equity According to consulting firm McKinsey & Company’s annual survey of private markets, businesses raised $7.3 trillion from private markets in 2020, and 61% of those funds came from private equity. The availability of private equity investors can be…

Incentivizing Insurers to Cover COVID-19 Tests According to a statement on the website of the Centers for Medicare & Medicaid Services, most consumers with private health coverage can go online or to a pharmacy or store, buy a test, and…

Do I Really Need to Contact an Estate Planning Lawyer? Many younger people assume they don’t even have an estate worth dividing up and sharing with their loved ones after they’ve passed. Fortunately, they couldn’t be further from the truth.…

One question estate planning clients often struggle with is who to appoint as a probate executor for a will or a trustee for a trust. Although people often only look at such decisions they make as the “honor” or “privilege,”…

There’s a good chance that the profit from your home sale will not be taxable. Unmarried individuals can exclude up to $250,000 in profits from capital gains tax when they sell their primary personal residences, thanks to a home sales…

Fans of murder mysteries may assume that distributing a will is simple. There is one copy, which the decedent’s lawyer keeps on file, and after a death all heirs are brought in to hear the lawyer read the will aloud.…

The Child Tax Credit is for individuals who claim a child as a dependent if the child meets certain conditions.  The CTC was created in 1997 and has been expanded several times since, most recently in 2020. The COVID-19 pandemic…

There’s a key aspect of creating an estate plan that you shouldn’t gloss over: choosing whom to carry out the wishes outlined in your will. This person will essentially be making important decisions on your behalf. Select someone who’s trustworthy,…

There is no one way to invest in the stock market. There are different strategies for making money, two of which are active and passive investing. They require different skills and behavior and deliver different results. Before investing or hiring…