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We believe The Golden Rule is more valuable than a fee.

Blog

We believe The Golden Rule is more valuable than a fee.

You haven’t reviewed your estate plan since. . . . . ? You need to update your plan if: 1. Your net worth or the value of certain assets substantially increases or decreases. 2. Your family circumstances change (for example, marriage, divorce, or birth of a child or grandchild). 3. A beneficiary dies or his or her financial circumstances change. 4. A person you named as an executor, trustee or guardian dies or is no
Agent for Disposition of Remains, Durable Power of Attorney, Elder Law, Estate Planning, Healthcare Planning, HIPAA Release, Long-Term Care Planning, Medicaid Planning, Veterans, Wills
One notable change to estate tax law from last year’s Tax Relief act is the “portability” of gift and estate tax exemptions. For the first time, when one spouse dies, the surviving spouse can take advantage of the deceased spouse’s unused exemption. The objective of portability is laudable — namely, to allow married couples to take advantage of their combined exemptions without the need for complex estate planning strategies. But on closer inspection, its value
Advisors, Elder Law, Estate Planning, Trusts
With the gift and estate tax exemptions currently at $5 million ($10 million for married couples), you might think that estate valuations are less important. But even if you believe that your estate’s value is under the exemption amount, there are several good reasons to determine the value of your assets. First, you may be surprised just how much your estate is actually worth. For example, if you own an insurance policy on your life,
Elder Exploitation, Estate Planning, Long-Term Care Planning, Medicaid Planning, Wills
The selection of a guardian can have a profound impact on a child, so it’s important to choose carefully. If a person is hesitant to name a guardian for his or her children, a court will name one. Thus, it’s one of the most important estate planning decisions a person can make. Take inventory. Make a list of potential guardians — people you trust to love and care for your children. Make value judgments. Consider
Declaration of Guardian, Elder Law, Estate Planning, Uncategorized
We realize our clients’ estate plans are not just about financial matters, but also about our clients’ life objectives for themselves and their families. We understand that estate plans are living documents that include naming the right guardians for children, health care directives, avoiding probate, protecting material and intellectual assets, establishing protective trusts for loved ones, and transferring the personal values our clients want to see passed on to their heirs.
Elder Law, Estate Planning, HIPAA Release, Trusts

“We believe The Golden Rule is more valuable than a fee.”

Antoinette's Books

Ebook by Antoinette Bone titled 7 Steps to Handling Your Loved One's Estate

7 Steps to Handling Your Loved One's Estate

Ebook by Antoinette Bone titled Surviving the Sandwiched Years

Surving The 'Sandwiched' Years

Ebook by Antoinette Bone titled Veterans Benefits; Are You Getting What You Deserve

Veteran's Benefits: Are You Getting What You Deserve

Ebook by Antoinette Bone titled Special Needs Planning

Special Needs Planning

Ebook by Antoinette Bone titled 7 Steps to Handling Your Loved One's Estate

7 Steps to Handling Your Loved One's Estate

Ebook by Antoinette Bone titled Surviving the Sandwiched Years

Surving The 'Sandwiched' Years

Ebook by Antoinette Bone titled Veterans Benefits; Are You Getting What You Deserve

Veteran's Benefits: Are You Getting What You Deserve

Ebook by Antoinette Bone titled Special Needs Planning

Special Needs Planning

The Law Office of Antoinette Bone, PLLC
800 N. Industrial Blvd., Suite 106
Phone: 817.462.5454
Email: info@abonelaw.com

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