Author – Kristen Terranova Since 2016 California has allowed terminally ill adult residents to request medication from a physician that will end their life. In 2022 California’s End of Life Option Act was revised, making significant changes that included a reduction in the required waiting period between a patient’s oral requests from 15 days to...
Author – Peggy Lennon The IRS has announced the 2023 annual inflation adjustments impacting the estate, gift, and generation-skipping transfer taxes (in addition to many other tax provisions). These can be found in Revenue Procedure 2022-38, published on October 18, 2022. Starting January 1, 2023, the estate and gift tax basic exclusion amount and the...
Author – Kristen Terranova Americans are living longer, with many enjoying active, vibrant lives well past retirement. With longer lifespans, however, have also come longer periods of chronic health issues and home assistance needs for many seniors. An estimated 70 percent of adults will need some form of long term care. At the same time,...
Author – Kelley Bannon Lashley I recently partnered with our friends at Zonder Family Law Group to explore the estate planning implications of “gray divorce” – a divorce involving spouses over 50. Following is a recap of the blog, but to get all of the details and read the complete article, click here. Couples facing...
Author – Kelley Bannon Lashley As my own daughter is heading off to college this Fall, I’ve encountered many checklists aimed at preparing her for this journey into adulthood. However, I haven’t seen one that prepares parents for an emergency health crisis with their child. As an estate planner, it’s not unusual for me to...
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