Estate Planning for Blended Families
Traditional, very simple estate planning may not be sufficient to accomplish estate planning goals in many blended family situations.
September 16, 2022
How Does a Business Owner Create an Exit Strategy?
You spend a lifetime building your business, so it’s crucial to have a game plan when it’s time to leave. Being prepared will help optimize the transition from a financial and tax perspective.
September 14, 2022
What Jackie Kennedy Knew about CLATs and Estate Planning
Jacqueline Kennedy Onassis will long be known for many superlative distinctions: an internationally beloved former first lady of the United States, one of the most influential contributors to the restoration and preservation of the White House and a peerless cultural icon.
September 12, 2022
Top Products to Keep Solo Seniors Safer
All of these products have helped thousands live an easier, happier, safer and more independent life in the comfort of their own home.
September 9, 2022
Does a Beneficiary have to Pay Taxes on 401(k)?
If you anticipate inheriting a 401(k) from a parent, a spouse or someone else, it’s important to know your options for minimizing tax liability.
September 8, 2022
The Risks of the Do-It-Yourself Estate Plan
Even Consumer Reports suggests working with an experienced estate planning attorney to make sure documents are correctly prepared.
September 7, 2022
Can Dementia Be Prevented?
Socializing, taking classes and exercising may boost your brain’s cognitive reserve and stave off memory and thinking problems down the road, a new study suggests.
September 6, 2022
Who Is the Best Person for Executor?
What do these appointments mean to the person(s) named to act? What happens if they fail or decline to act? Can the planning appoint alternative representatives?
September 5, 2022
Scammers Try to Take Senior for a Ride
Email scammers sent an Uber to the home of an 80-year-old woman who responded to a well-timed email scam, in a bid to make sure she went to the bank and wired money to the fraudsters.
September 2, 2022
What Happens If Couple Divorce and Own Business?
No one enters a relationship — be it personal or business — thinking it will fail. However, what happens when it does?
September 1, 2022