Legal Library

Veterans Benefits

VA Benefits Overview

Thanks for visiting our website today! I’m happy to share the following video with you – VA Benefits Overview *** Coming soon! *** In the meantime, if you haven’t downloaded my report, please click the image below:

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Medicaid Planning

Medicaid Overview

Thanks for visiting our website today! I’m happy to share the following video with you – Introduction to Medicaid   *** Coming soon! ***     In the meantime, if you haven’t downloaded my report, please click the image below:

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Estate Planning

Estate Planning Basics

Thanks for visiting our website today! I’m happy to share the following video with you – Estate Planning Basics You’ll find answers to questions like this: I have been told that I should avoid probate. Is this important?  How do I do it? How can someone else make financial decisions for me if I am […]

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Presentations

You don’t know what you don’t know!

Do you know someone who moved to a nursing home this year?   Do you know how they can protect their IRAs under NEW RULES issued on May 24th, 2022?   Do you know how they may not have to spend down all of their assets to qualify for Medicaid?   Do you know how […]

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Uncategorized

Don’t miss this next week!

Do you know someone who moved to a nursing home this year?   Do you know how they can protect their IRAs under NEW RULES issued on May 24th, 2022?   Do you know how they may not have to spend down all of their assets to qualify for Medicaid?   Do you know how […]

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Estate Planning

Estate and Gift Tax Changes for 2023

The IRS has announced that estate and gift tax exemptions will change in 2023 Estates of decedents who die during 2023 have a basic exclusion amount of $12,920,000, up from $12,060,000 for estates of decedents who died in 2022. The annual exclusion for gifts increases to $17,000 for calendar year 2023, up from $16,000 for […]

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