by Brian Perlin | Feb 23, 2021 | Estate Planning
Were you aware that, before he was elected, President Biden campaigned on a promise to lower the estate tax exemption limit, and to consider abolishing the step-up in basis for capital gains tax? While it can be difficult to predict when these matters will be...
by Brian Perlin | Feb 16, 2021 | Elder Law
Have you seen how social isolation can significantly impact health, well-being, and quality of life for seniors? Isolation may be one of the most common issues that seniors face. Even before COVID-19, social isolation among seniors was common. Let us discuss seven...
by Brian Perlin | Feb 9, 2021 | Asset Protection, Business Succession, Elder Law, Estate Planning
Have you considered that creating a will may be one of the best things you can do to protect yourself and your family? Let us discuss three reasons to have a will. 1. You get to decide what happens to your assets. Whether you want to leave everything to your kids or...
by Brian Perlin | Feb 2, 2021 | Estate Planning
Have you remarried or are you considering remarriage? If so, it may be time to rethink and review your estate plan. Let us review three important estate planning considerations to keep in mind so that you can make sure you are protecting yourself, your family, and...