2026 Gift and Estate Tax Changes, Charitable Legacy, Health Care Tax Implications

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Plan Ahead to 2026 for Changes to

Federal Gift and Estate Tax Exemption

Understanding the spousal lifetime access trust (SLAT) will help to you to prepare for changes coming in 2026.

Preserve a Charitable Legacy

It is important to protect your legacy and make sure that your charitable gifts are used for their intended purposes.

Tax Implications of Nursing and Long Term Care

When caring for elderly parents decisions need to be about nursing and long-term care and they have tax implications.

Make Health Care Decisions When Healthy

The most informed decision you can make for yourself and family is to make health related decisions while you are healthy.

If you are over 65 and paying additional premiums with your Medicare insurance, you may be eligible for certain tax breaks.

📣Firm News

While we renovate our Cyclorama Building offices, we have moved into 50 Fountain Plaza in Downtown Buffalo.

Congratulations to Sara Dayton!

Lumsden McCormick is proud to be Certified™ by Great Place to Work® for 2023 for the second consecutive year.

Brisbane was awarded the AccuFund 2022 Reseller Award as the New Site at the annual sales meeting held in May 2023.

You can now make online payments to Lumsden McCormick invoices using ACH/bank transfers or via credit card.