Is It Too Late for a Family Meeting to Discuss Money?
Even those who have saved and invested well may not be sharing their financial information with a spouse or loved one. It’s time to do that now.
December 23, 2021
When Should a Trust Be Reviewed?
Many people are under the impression that since they have a trust, they don’t need to do anything else. That’s not true. The trust you created years ago may not be appropriate for you now.
December 20, 2021
Does a Trust Protect You From Being Sued?
Trusts can provide certain benefits for estate planning, including asset protection. But can you sue a trust?
December 17, 2021
Do Grandchildren Get the Inheritance If Their Dad Dies before Me?
What if parents have wills and their contingent beneficiaries are their two adult children. If one of the adult children dies before the parents, who gets that contingent beneficiary’s share?
December 16, 2021
Estate Planning Through Uncertainty
Taxpayers should, of course, carefully consider whether to engage in a lifetime gifting strategy, which has other considerations beyond just estate taxes (such as the tradeoff with the ‘step‑up’ in basis, and non-tax family related considerations).
December 15, 2021
What to Expect when you Inherit an IRA?
Some inherited assets are tax-friendly, but under new rules, others come with a hefty tax bill. We help you get the most out of a legacy.
December 14, 2021
How Do I Know If Mom or Dad Needs Care?
Relationships can be complicated under the best of circumstances. However, when you see someone you love — like an aging parent, grandparent or close friend — struggle to take care of their health, stepping in isn’t always so simple.
December 13, 2021
How Can I Tell If I Have an Iron Deficiency?
Iron deficiency occurs when your body doesn’t have enough of the mineral iron.
December 10, 2021
Can I Change My Estate Plan During Divorce?
At such an emotional time, more paperwork is probably the last thing you want on your to-do list. However, taking a few key steps is critical to your financial future.
December 9, 2021
When Should I Consult with an Elder Law Attorney?
Here’s what you need to consider, when looking to hire an elder law attorney.
December 8, 2021