Should I Delay Filing for Social Security?
In a rush to file for Social Security benefits at age 62? Many people are, but slow down and do the math first – or you might regret it.
What Is a Dynasty Trust?
If you want to protect your family’s legacy from unnecessary taxes, divorce and creditors over the course of many generations, a dynasty trust could be your best friend.
What Does It Mean to Be an Adult’s Legal Guardian?
To say there’s intense international interest over how pop star Britney Spears lost control of her estimated net worth of $60 million, as well as most of her personal and medical decisions, would be a gross understatement.
Will Inflation Ruin My Retirement?
As America’s economy reopens, we’re seeing higher inflation rates. This unwelcome surge should prompt retirees to consider the threat it could pose to their financial security.
If I Have a Will, Do I Have an Estate Plan?
While a will is often part of an estate plan, an estate plan covers much more ground.
Gen Z’s Turn Their Attention to the Estate Tax
Despite the pandemic, many Gen Z’ers are graduating from college and setting their course for success. This is a generation of young people who know what they want out of life and have the financial literacy tools – from podcasts to online platforms – to save for retirement, maximize their savings and achieve their goals.
Should a Charitable Lead Trust Be a Part of My Estate Planning
What is a charitable giving technique that doubles as a wealth transfer technique to avoid estate taxes and at the same time works especially well in a low-interest rate environment (as we find ourselves in now)?
Estate Planning for Special Needs Children
It takes a special parent to care for a child with special needs. These parents’ greatest financial concern is typically ensuring that their children are cared for when they can no longer do so.
Gift-Tax Exemptions are Treated Differently by IRS and Medicaid
Most people have heard that each individual is allowed to gift $15,000 per year to another person without paying a gift tax. However, exactly what the gift tax is, and the consequences of going beyond $15,000, are less clear.
What Is the Best Thing to Do with an Inherited IRA?
Inheriting an IRA from a parent has a unique set of rules you need to know, which will help you make the most of the money you inherit and avoid a tax-time surprise.