Join Fitzwater Law at Wine with a View, a winetasting event benefiting the abuse prevention programs of Guardian Partners. As the current President of Guardian Partners, Theressa Hollis is happy to invite anyone and everyone to the annual Wine with a View event. To learn more about Guardian Partners, check out their website - guardian-partners.org/ To purchase tickets -
Click Here or call (971) 4091358.
How frequently you should review your estate plan depends on how old you are and whether there has been a significant change in your circumstances. If you are over age 60 and you haven't updated your estate plan in many decades, it's almost certain that you need to update your documents. After that, you should review your plan every five years or so. But if you're younger, you don't need to do so nearly as often.
Here are a few age ranges and what they mean in terms of
People wishing to help someone with special needs save for their future without jeopardizing the recipient's public benefits can now do so using a Gift of Independence gift card.
Funds in these gift cards can be placed directly into a person’s ABLE account, which is a relatively new and growing savings tool for people with disabilities. “ABLE” stands for the Achieving a Better Life Experience Act, which Congress enacted in 2014 and patterned after college savings (“529”) ac
The Academy of Special Needs Planners (ASNP) offers an annual meeting for attorneys and others who assist families with loved ones experiencing a disability. In May 2019 Fitzwater Law attorney, Melanie Marmion, spoke at ASNP’s annual conference in Chicago. We are proud of Melanie Marmion, for being asked to return as an ASNP speaker. Her early background as a college professor enabled her to explain the law, even technical aspects of taxes and public benefits, in a way that
Donor-advised funds are a growing trend in giving that may get more popular due to the new tax law. These funds allow you to donate money, receive a charitable tax deduction, and continue to grow the money until you are ready to distribute it to a charity or charities of your choice.
A donor-advised fund is established through a charity or nonprofit. The way the fund works is that you donate assets (it can be cash, stocks, or real estate) to the fund. The gift is irrevocabl