Why are Trusts a Good Idea?
Whether you are trying to protect your assets from possible creditors, prevent young heirs from spending their inheritance or minimize estate taxes, there is likely a trust for you.
Elder Abuse Lawsuit Against Stan Lee’s Business Manager Settled
A lawyer for Jerry Olivarez said certain people not named in the lawsuit ‘exerted undue influence on the Lee family’ to wrongfully accuse him.
Does Inflation Reduction Act have Impact on Seniors?
Inflation Reduction Act limits out-of-pocket drug costs, caps insulin copays, makes vaccines free.
Will OTC Hearing Devices Be More Affordable?
On August 16, 2022, the Food and Drug Administration (FDA) published its final rule establishing a new over-the-counter (OTC) hearing aids category.
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?
