How Much May I Gift Annually?

Gifting is an important part of our estate and elder law practice. Strategic gifting accelerates eligibility for VA benefits and Medicaid. Unfortunately, nothing seems to confuse folks more than the rules concerning gifting. In a nutshell, each of us may make gifts of...

Protecting IRAs for Heirs

IRAs and other retirement accounts have grown to become a substantial portion, if not the largest portion, of most of our older client’s estates. Part of the reason for the growth in IRAs has been their preferred treatment under income tax and creditor laws. The tax...
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The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters and electronic mail. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established.