What are Medicaid Spousal Impoverishment Numbers in 2023?
The Centers for Medicare and Medicaid Services (CMS) has released the 2023 federal guidelines for how much money the spouses of institutionalized Medicaid recipients may keep.
What Do I Need to Know If I’m Getting an Inheritance?
Heirs receiving an inheritance can expect the process to take time. Having a plan for the money and consulting with professionals are also things to keep in mind.
Who Gets Graceland after Lisa Marie Presley‘s Death?
Lisa Marie Presley‘s surviving three children will reportedly inherit her Graceland estate.
What Is Elder Financial Abuse?
Elder abuse is a rampant problem.
These Celebrities Didn’t have Wills…But You Should
When the rapper Coolio died in September, he joined a group of notables that includes Prince, Howard Hughes and Pablo Picasso—all of whom died without specifying who should inherit their money and estate.
How Charitable Giving Benefits the Giver
With a charitable tax deduction, you can donate to a good cause and cut your tax bill at the same time.
How Do Unified Credit Gift Tax Exclusions Work?
Gift taxes and estate taxes are only applied if your bequeathed assets exceed a certain dollar amount. Here’s a look at what the unified tax credit is, how it relates to gift or estate taxes and who this credit impacts.
How Safe Are Your Aging Parents?
As the American population of seniors continues to expand, the need for intentional estate planning becomes more urgent, especially for the children of aging parents.
Can a 529 Plan Help with Estate Planning?
You can set up a 529 savings plan account for any beneficiary. You can also set up accounts for as many beneficiaries as you want.
Estate Planning Solutions for Second Marriages
I’m looking for guidance on where to start with planning in case something happens to me or my husband.
