Don’t Look Now, but its Estate Tax May be Changing

As we watch the Houston Astros approach the end of the regular season, folks in Washington D.C. are talking about two significant changes that could affect us all. Senator Bernie Sanders has sponsored the 99.5 Percent Act (99.5% Act) and the Biden Administration is working on the Sensible Taxation and Equity Promotion (STEP) Act.  While …

Medicaid in 2021

The information in this column is not intended as legal advice but to provide a general understanding of the law. Any readers with a legal problem, including those whose questions are addressed here, should consult an attorney for advice on their particular circumstances. One of the greatest concerns for my clients is that they may …

Experience and Training Make the Difference in Estate Planning

Editor’s Note: The information in this column is not intended as legal advice but to provide a general understanding of the law. Any readers with a legal problem, including those whose questions are addressed here, should consult an attorney for advice on their particular circumstances. This week I reviewed a client’s estate plan with her …