by ILMLaw | Oct 30, 2013 | Estate Planning, Special Needs Planning
All children are special. There are no exceptions. Whether they have physical or emotional challenges, are fantastic athletes, nerds or brainiacs, timid or outgoing, or just plain ours, they are all special. Special people require special planning. My sister and...
by ILMLaw | Jan 24, 2013 | Estate Planning
Estate planning is all about control; control over our decisions and finances, both during life and after our death. After control, the second most important part of an estate plan may be the memories. Memories of the lives and experiences we have shared...
by ILMLaw | Nov 28, 2012 | Estate Planning, Supplemental Needs Trust, Trusts
All children are special. The thought that a child may have to survive on his or her own before they are ready is every parent’s worst fear; it’s what keeps many parents up at night, and what brings many parents into our office asking about trusts, guardians, and...
by ILMLaw | Nov 14, 2012 | Current Events, Estate Planning, Tax Planning
The election is over, and the people of the United States have spoken. Barack Obama has been re-elected to serve four more years as President. As a result of his re-election, we are faced with a strong division in our government. The President has expressed his...
by ILMLaw | Oct 17, 2012 | Estate Planning
My daughter Amy turned 18 on Sunday, April 29, 2012. On Monday April 30, 2012 Amy came in to our office to sign her Last Will, Trust, Power of Attorney, and all of her health care documents. You may ask “Why? Why did I have my 18 year old daughter sign her estate...
by ILMLaw | Oct 1, 2012 | Estate Planning, Tax Planning, Trusts
In 2010, Congress and the President raised the lifetime gift tax coupon (exclusion) amount from $1 Million to $5 Million. We estate planning attorneys and our client families rejoiced! We now had an estate planning coupon which made sense. The new coupon would...
