With the National Minority Enterprise Development (M.E.D.) Week awards approaching on October 20–26, 2024, it’s an opportune time to spotlight a few programs that aim to expand opportunities for minority-owned businesses. This three-part series will unpack the complex...
Content By Gregory Williams
Navigating Section 1014 and the TCJA: A Deep Dive into the IRS Ruling on Basis Adjustments
Understanding the nuances of the Internal Revenue Code (I.R.C.) is crucial for effective estate planning and tax strategy. For example, estate planners must be familiar with the tax basis adjustment provisions in 26 U.S.C. § 1014. This article provides a detailed...
The Future of Estate Planning: Preparing for Upcoming and Uncertain Legal Changes
The American housing market is grappling with escalating interest rates and limited inventory, pricing many Americans out of home ownership. Massachusetts’s senior Senator Elizabeth Warren seeks to address this issue in the “American Housing and Economic Mobility...
Are You Ready for National Make-a-Will Month? Ten Essential Questions You Need to Answer
August is "National Make-a-Will" Month, the perfect opportunity to seriously consider your estate plan. Many delay this crucial task due to common misconceptions about what an estate involves. Here, we delve deeper into what creating an effective estate plan entails...
FERPA Faux Pas: Avoiding Missteps as Your Child Steps into College
Can you believe it? Summer isn't over yet, but it's already time to start thinking about the upcoming school year. For parents of younger children, this means shopping for school supplies and new clothes, reestablishing bedtime routines, and mentally preparing for...
Embracing A.I. in Law: The Ethical Integration of Technology in Legal Practice
Chief Justice John Roberts focused his 2023 Year-End Report on the Federal Judiciary on technology and the inevitable disruptive force it will have on lawyers and judges alike. While he stops short of concluding that judges (and lawyers, for that matter) will become...
Securing Your Legacy: Embracing Digital Estate Planning with iOS Legacy Contact
Understanding Estate Planning Misconceptions There’s a misconception that estate planning is mainly for the wealthy or those concerned with asset protection. In reality, estate planning serves the practical purpose of ensuring that an individual’s assets are...
FAQs: Steps to Take When a Loved One Passes Away
Losing a loved one is one of the hardest things we will ever have to go through. Unfortunately, it is a reality we all face at some point in our lives. During this time of grief and confusion, it can be overwhelming to try and figure out what needs to be done next. As...
Will Medicaid Pay for Assisted Living?
People are living longer than ever. For many, there will come a time when they need some amount of help to live. There are home health services and nursing home care, which are both covered by Medicaid. However, many people need services in between in an assisted...
Is a Hand-Written Will Valid in Ohio?
Lately, more and more Americans are learning the importance of having an estate plan in place due largely to growing inflation, yet a surprising few of them have actually taken the steps to write one out. A 2023 survey conducted by Caring.com found that only 34% of...