Key Documents For Your College Kid
A critical item is often missing from back-to-school college checklists — and it could be far more valuable than anything else your student takes to school this fall: signed legal documents.
What are Biggest Mistakes People Make with Social Security?
Whether you’re counting on Social Security to fund most of your retirement income or supplement it, you want to make sure you get all of the money you’re entitled to.
Who Pays Taxes, the Estate or Heirs?
The heirs of an estate can be liable to pay the estate or income taxes (and perhaps other obligations) of the estate.
Estate Planning for Blended Families
Traditional, simple estate planning may not be sufficient to accomplish estate planning goals in many blended family situations.
What is a Pour-Over Will?
This type of will can ensure that your assets go where you want them to. However, there are many misconceptions about them.
Top Five Mistakes to Avoid When Passing Wealth to the Next Generation
What could go wrong with this transfer of generational wealth? Several things, in fact.
Can a Vacation Home Be Kept in the Family for Generations?
These vacation homes may also comprise a significant portion of the family’s wealth. Therefore, it’s understandable that homeowners want to pass their properties and family traditions to future generations.
What is HIPAA Authorization?
Other than covered entities and business associates, which other entities are covered by the HIPAA rules?
Singles Need Estate Planning to Protect During Lifetime
You’re single, and you don’t have an estate plan or even a will. Perhaps you think you don’t need either because you’re not wealthy and don’t have children.
Can I Safely Age in Place?
As with anything in life, our individual preferences and circumstances will vary. Some may want to ‘age in place,’ while others may need to consider other housing options.
