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.
Where Do You Score on Estate Planning Checklist?
Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.
What are Digital Assets in an Estate?
Today, so many aspects of our lives are managed virtually. We keep currency, photos, music, documents, bills, medical records, artwork and even our social lives online or ‘in the cloud.’
Mega-IRAs Could Be a Source for New Public Policies
Congressional Democrats are weighing a new type of required distribution from individual retirement accounts, based on the account value instead of age, according to a discussion list of policy ideas obtained by CNBC.
Beneficiary Controlled Trust May Be the Answer to Protecting Your Legacy
Life is messy sometimes. Divorce, bankruptcies and lawsuits happen. They can potentially wipe out the inheritance you’ve carefully set aside for your loved ones. However, there are many trust options to help keep life from ruining your legacy.
Can You Make Heirs Behave from the Grave?
There are many stories of strange conditions in wills and trusts over time. For example, the German poet Heinrich ‘Henry’ Heine died in 1856 and left his estate to his wife, Matilda, on the condition that she remarry, so that ‘there will be at least one man to regret my death’.
Can Hyperbaric Oxygen Therapy Reverse Dementia?
Study on animals genetically engineered to develop Alzheimer’s Disease and a group of subjects over 65 with memory decline showed improved vascular function.
What You Need to Know about Long-Term Care
As retirees live longer, many worry about outliving their savings. However, many older Americans haven’t planned for a looming expense: the cost of long-term care.
No Children? What Happens to My Estate?
So, what happens to your estate if you don’t have a will nor any children?
What Is a Guardianship?
Guardianship is a legal action where the court deems an adult an incapacitated person and appoints someone, the guardian, to make decisions about the care and finances of the individual.