You are Fully Inoculated against COVID-19; Now What?

More and more of us are either receiving or becoming eligible to receive the COVID-19 vaccine. According to the medical community, vaccinated individuals are significantly less likely to contract COVID-19; however, they may pose a health risk to others. What then is appropriate behavior for vaccinated Americans when considering the health of others? For the …

Careful – Giving Gifts Can Be a Double Edged Sword!

If there is a possibility that a loved one might need Medicaid assistance in the foreseeable future, that person should not be giving gifts. This can be sad if that person gets joy out of generosity. But gifts in that situation can turn out to be very, very expensive. Medicaid is the government program that …

Potential Estate Planning Impacts of the “For the 99.5% Act”

Sen. Bernie Sanders and Rep. Jimmy Gomez introduced a new bill, “For the 99.5% Act,” into Congress on March 25th, 2021. The bill’s current form is only 18 pages long, but its potential impact on federal estate and gift tax laws significantly affects estate planning. While it is impossible to determine if the bill will …

Estate Planning and Undue Influence Over a Will-maker

When people, family members, become quite elderly or ill, they also become susceptible to manipulation from those who will defraud or steal. Targeted attacks on vulnerable older people to exert what attorneys deem “undue influence” constitutes elder abuse. It disrupts the older persons’ impulse to provide for loved ones and instead leaves assets to the …

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