Estate Planning and Your Second Home: What Should You Know?
June 13, 2024
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Thinking of buying a second home? Beware of real estate pitfalls when purchasing your vacation house.
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Giving to Children: Estate Planning Strategies for Lower Taxes
June 2, 2024
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Affluent estate owners are opting to support their children and grandchildren financially during their lifetimes. We explore three strategies that can maximize tax-free giving to consider in your estate planning.
The Mystery of Trusts: What You Need to Know
May 27, 2024
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Understanding trusts and their tax nuances can empower you to make informed decisions regarding the type of trust you choose for your estate planning purposes.
What Will I Get From Social Security?
May 24, 2024
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Social Security was never intended to fund the full cost of your retirement, though some seniors rely upon it for nearly all their income.
Trusts Explained: How Do My Heirs Receive Money?
May 12, 2024
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This article explores trusts, distribution methods, and how a trust can make it easier or harder for heirs to receive the money.
Revocable Trusts – What Is the Primary Purpose?
May 9, 2024
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Revocable trusts are much more common than irrevocable trusts because they provide many important estate planning benefits.
How to Create a Digital Estate Plan
April 27, 2024
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From cherished memories stored in digital photo albums to valuable assets held in online accounts, our digital footprint has become a significant component of our overall legacy.
How Parents and Adult Children Talk about Money and Aging
April 24, 2024
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It’s a conversation fraught with potential tension, in which people examine around concerns about independence, money, responsibility and mortality.
National Healthcare Decisions Day – Start the Conversation
April 16, 2024
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Today, April 16, is National Healthcare Decisions Day (NHDD). So what does that mean? According to the webpage of the Conversation Project (National Healthcare Decisions
Wendy Williams’ Guardianship
April 16, 2024
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In 2022, the 59-year-old was placed under temporary financial guardianship after her bank, Wells Fargo, claimed in a New York court that she was an ‘incapacitated person’ and the ‘victim of undue influence and financial exploitation,’ according to The Hollywood Reporter.
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