What Jackie Kennedy Knew about CLATs and Estate Planning
Jacqueline Kennedy Onassis will long be known for many superlative distinctions: an internationally beloved former first lady of the United States, one of the most influential contributors to the restoration and preservation of the White House and a peerless cultural icon.
Can You Catch-up? IRS Increases Contributions Limits
If you find that you have fallen behind in your retirement savings, you are not alone. Investment advisor Vanguard reported recently that only 14% of 401(k) participants contributed the maximum amount annually, and only 16% of eligible employees 50+ made additional catch-up contributions.
What Does Inflation Reduction Act Mean for Seniors?
One often unrecognized fact regarding drug pricing is the difference in bargaining power depending on what agency or group is doing the bargaining.
Are There Less Restrictive Alternatives to Guardianship
Although laws vary from state to state, every state requires that less restrictive alternatives be considered before invoking a guardianship. These might include such vehicles as limited guardianships, powers of attorney or assisted decision-making agreements.
Who Inherits Queen Elizabeth II’s Fortune?
Is Prince Charles III the sole heir of Queen Elizabeth’s fortune?
Can You Gift Money on Your Deathbed?
One sure-fire way your clients can reduce the size of their taxable estate is to give gifts to loved ones while they’re still alive. But when are ‘deathbed gifts’ considered to be complete for estate and gift tax purposes?
How to Maximize Lifetime Social Security Benefits
As retirement nears, you may be wondering when to start taking Social Security payments. These benefits are primarily based on your earnings during your working years and your age when you start receiving benefits.
How Not to Build a Family NFL Dynasty
A decade before his death, the billionaire owner of the Denver Broncos consulted with attorneys about the orderly handover of the team after his death. He crafted a carefully delineated trust that his hand-picked trustees would oversee.
The Most Important Part of Estate Plan Is Planning for Life
Does a person need a Power of Attorney document if that person already has a Last Will and Testament (‘Will’)? It is a good question.
How Can I Save on Medicare Drugs?
Shopping around is one of few ways to knock anywhere from tens to thousands of dollars off your annual insurance costs in one fell swoop.
