When Can Estate Assets Be Distributed?
Many estate executors focus on estate taxes and forget about income taxes. That can be an expensive mistake.
Can Estate Planning Reduce Taxes?
Once more hesitant to plan ahead, clients in today’s environment are much more proactive and willing to take action in the near term, rather than waiting and risking having to pay higher taxes down the line.
Can I Add Children’s Names to my House Deed?
It’s true that if your child is on your deed as a joint tenant on your home, your home will not have to go through probate if your child survives you. At your death, your surviving child would immediately become the sole owner of your home without probate and with minimal transfer costs.
Can I Avoid the Economic Dangers of Caregiving?
If caregiving looms in your future — and it likely does if you’re a daughter, an only child or the one (if you are, you know what I mean) — take time now to protect your financial life.
Assisted Living Providers Face More Pandemic-Related Scrutiny from OSHA
Assisted living communities and other healthcare settings cited for previous COVID-19 safety violations are facing additional pandemic-related scrutiny from the federal government.
New Bill Could Make Long-Term Care Insurance More Affordable
Legislation introduced last week in the House of Representatives would reform the tax code in an effort to make long-term care insurance more affordable and accessible for older adults.
What Helps Create the Best End-Of-Life Plan?
A new study explores how specialized care providers can navigate conversations about end-of-life care and help patients optimize their quality of life and mitigate suffering.
What are the Biggest Retirement Costs Often Overlooked?
Does your retirement budget account for all of these costs?
How to Handle Cryptocurrency in a Will
The rapid rise in circulation and growing popularity of cryptocurrencies is prompting attorneys and estate planners to adjust, as digital assets are inherited through wills, trusts and estates, according to experts who warn of the danger of lost or misappropriated assets.
Why Do I Need a Last Will?
If you die without a will, you die “intestate” and your assets will be distributed according to your state’s law. That could result in a distribution you didn’t intend.
