What Items Should Not Be Stored in a Safe Deposit Box?
Locking up certain important documents and valuables in a bank vault could turn into a headache for you or your heirs.
October 16, 2021
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.
October 13, 2021
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.
October 13, 2021
Can You Protect Yourself or Loved Ones from Financial Elder Abuse?
Recent studies estimate that 39.6% of Americans 65 years of age or older are victims of financial abuse.
October 13, 2021
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.
October 13, 2021
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.
October 5, 2021
Learn about Estate Planning in Your New State
When moving to a new state, you may have to sever some or all of your ties to your former state. Half measures can leave you open to tax claims by your former home state.
October 5, 2021
What are Biggest Mistakes in Estate Planning?
As you’re making your estate plan, you’ll want to carefully consider everything. This means it may take a while to complete your plan. Here are five things to watch out for along the way.
October 5, 2021
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’.
October 5, 2021
Medicare or My Employer’s Health Plan better Option?
Should we take Medicare or keep an employer health plan?
October 5, 2021