Estate Planning
What are the Most Important Estate Planning Documents for Seniors?
When it comes to death and disability, your will alone might not be enough.
June 10, 2022
When Should I Update My Will?
There are some obvious triggers that might prompt you to update your will, such as changes in health or marital status. There are, however, also some not-so-obvious ones to be aware of, according to financial planners and attorneys.
June 9, 2022
Estate Planning
What Does Portability Mean in Estate Planning?
One of the most overlooked and misunderstood tax laws–available to married farming couples–is an opportunity called portability.
June 7, 2022
Estate Planning
The Most Common Estate Planning Mistakes
Some problems can be avoided by proper planning, others by good practices during the estate administration process.
June 6, 2022
Estate Planning
How Does My Inherited IRA Fit into Estate Planning?
Most people don’t know the first thing about the Secure Act and yet it has great impact on their retirement planning.
June 3, 2022
Senior Second Marriages and Estate Planning
More Americans are now getting married over the age of 65 than ever before. Even though this may be a second or third marriage for many, caregivers should nevertheless be aware of certain aspects that shouldn’t be ignored amidst all the wedding plans and celebrations.
June 1, 2022
Estate Planning
What Is the Purpose of a Pet Trust?
Many well-off pet owners have left millions of dollars to their cats, dogs and even chickens—perhaps most notoriously Leona Helmsley, who left US$12 million when she died in 2007 to her white Maltese dog Trouble.
May 31, 2022
Estate Planning
Should I have Revocable Living Trust in Estate Plan?
A revocable living trust is a great tool to help your assets pass smoothly to your beneficiaries. It can also significantly reduce the headaches of probate. However, while some assets belong in a trust, others cannot (or should not) go into one.
May 27, 2022
Estate Planning
When a Spouse Dies, Does Survivor Get Their Social Security Benefits?
When you’re gone, your spouse’s income will take a major hit–one that can be worsened significantly, if you make the wrong decision about when to claim.
May 26, 2022
Estate Planning
What Happens If You Become Incapacitated?
Many people ask what would happen if they were in the hospital and unable to make their own medical decisions? The answer depends on whether you planned ahead.
May 25, 2022
