What you need to know about SLATs
March 23, 2022Spousal Lifetime Access Trusts or SLATs Might Be For You Being happily married, healthy and wealthy is one of life’s great trifectas. It is hard to imagine improving on that but there’s a tax perk that can make it even sweeter. Known as a Spousal Lifetime Access Trust, or SLAT, this trust has a major… Read more »
We Welcome Gregory P. Turza for Expanded Estate Planning Resources
March 07, 2022Welcome to Greg Turza, Esq. As we continues to expand our estate planning services, AJM&A, Ltd. welcomes friend and colleague Gregory P. Turza, formerly of Legacy Laws. Turza has been a lawyer for nearly 50 years with a focus on estate planning and estate administration. Turza will bring his client base over to AJM&A as… Read more »
The State of The Estate Tax
January 06, 2022The State of The Estate Tax 2021 was aflutter with drama about the future of the estate and gift tax. Yet despite all the proposals that floated through both chambers of Congress, the estate tax is ending the year right where we started -the only change is to account for inflation. Why was there such… Read more »
Understanding Elder Law
January 11, 2020As thousands of baby boomers become senior citizens on a daily basis, the concepts of skilled nursing, assisted living, DNR, living will, healthcare proxy are not just ideas, but a reality many will face. Thousands will need help with some degree of care. How the future pans out depend upon one’s preparation in the present…. Read more »
Will Drafting Requirements in the State of Illinois
December 27, 2019What Are the Will Drafting Requirements in Illinois? When preparing a will, it is important that it complies with all of the legal requirements. Failure to comply with the legal requirements could nullify the will in part or eve its entirety. To ensure that your will is valid and addresses all of the issues that… Read more »
Would Coaching Help the Estate Planning Process?
December 02, 2016Estate Planning Process Has Coaching? Absolutely! Many people procrastinate in going to their estate planner. Many who start the estate planning process never complete it. Many who complete the process do not keep it current by revisiting it periodically, leaving wishes and people in their documents that are no longer relevant in their lives. Why?… Read more »
