What Is a Tax Reimbursement Clause?
Tax reimbursement clauses are a common clause in many trusts. Why are they used? Why are they important for you to understand?
February 21, 2023
When Should I Change My Will?
If I have a current will that is about seven to 10 years old, do I have to write up a new will or can I edit the current will?
February 20, 2023
Steps to Take for End-of-Life Planning
It isn’t just about wills and funerals—it is a reflection of your values, your goals for healthy aging, and the hopes and dreams you have for those you love.
February 17, 2023
Estate or Beneficiary: Who Pays Expenses?
If you’re set to inherit, you may be wondering what estate expenses are paid by the beneficiary. The answer can depend on what assets are passed on to you when a family member or loved one passes away.
February 16, 2023
Can a Loved One with Dementia Live by Themselves?
A diagnosis of dementia may prompt families and their loved one with dementia to reconsider their choices. However, people with dementia do live by themselves. We discuss some common topics related to independent living after a diagnosis of dementia.
February 15, 2023
What Happens to Jointly Owned Property When an Owner Dies?
Various types of property, such as bank accounts and real estate, can be owned jointly with another person(s).
February 14, 2023
When Is Life Insurance Taxable to Beneficiaries?
When beneficiaries receive a payout from a life insurance policy, they typically don’t have to pay taxes. However, there are a few situations where a portion of the life insurance benefit is taxable to the beneficiary.
February 13, 2023
What Do I Need to Know If I’m Getting an Inheritance?
Heirs receiving an inheritance can expect the process to take time. Having a plan for the money and consulting with professionals are also things to keep in mind.
February 10, 2023
Who Gets Graceland after Lisa Marie Presley‘s Death?
Lisa Marie Presley‘s surviving three children will reportedly inherit her Graceland estate.
February 8, 2023
When Can Gifts or Donations Be Made for You?
Many older adults enjoy giving money during their lifetime to family members or donations to a religious or charitable organizations.
February 7, 2023