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.

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.

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.

Is There Financial Assistance for Dementia?

Without proper planning, the individual with dementia and their family may struggle to cover the costs associated with their care and may face financial stress and uncertainty.

How is Congress Trying to Protect Seniors from AI Scams?

Generative artificial intelligence systems are already making it easier for scammers to con elderly Americans out of their money, and several senators are asking the Biden administration to step in and protect people from this quickly emerging threat.