Category: Financial

Go See Somebody

by: Joe Boles, Elder Law and Asset Protection Attorney She was a 69-year-old widow and he was a 73-year-old widower. They met by the pool at their ocean front condominium complex. Both were in good health and had wonderful...

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What is Probate?

By: Julie Ickes, J.D., LL.M. ~ Jackson Law Group Many people have either a fear of probate or are confused about its meaning. However, probate generally does not deserve the bad feelings its name evokes. On one hand, sometimes...

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What Should You Look for in an Annual Financial Review?

Given the complexities of the investment world, you might consider working with a financial professional to help you move toward your goals, such as a comfortable retirement. You’ll want to establish good communication with whomever you choose, and you should meet in person at least once a year to discuss your situation.

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Impact of Tax Reform on Estate Planning

by: Julie Ickes, J.D., LL.M. ~ Jackson Law Group How did tax reform affect estate planning? The tax reform enacted on December 22, 2017 increased the federal estate and gift tax exclusion from $5.49 million in 2017 to slightly...

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