Supplemental Needs Trust Preserves Essential Government Benefits
For disabled persons receiving financially based government benefits, supplemental needs trusts (‘SNTs’) can safeguard benefits and serve as an effective estate planning tool.
Use Estate Planning to Prepare for Cognitive Decline
Data from sources like the U.S. Census Bureau shows in no uncertain terms that the U.S. population has grown older over the prior two decades.
Why are Contingent Beneficiaries Important?
When planning your estate rarely will you experience difficulty naming your initial beneficiary or beneficiaries for your will, IRA’s or life insurance.
What Is Multigenerational Estate Planning?
When multiple generations live on the same property, issues over ownership, who inherits what and who provides what can get complicated fast.
Planning for Upcoming Federal Estate Tax Changes?
The closer we get to 2025, the more complicated estate planning gets for people who have an amount between where the limits are now and where the limits might be in 2026.
Transferring Property to Heirs? Skip Top Five Mistakes
Death is inevitable, but dying without an estate plan is not. Estate planning is a must for property owners, no matter how uncomfortable the subject might make you.
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 to Protect an Estate from a Rotten Son-in-Law
Whatever the reason, whether your life is a bed of roses or a getting-worse-nightmare, there are things you can do now to insure what you leave will go to who you want. And when. And in what portion or portions.
What are Biggest Mistakes People Make with Social Security?
Whether you’re counting on Social Security to fund most of your retirement income or supplement it, you want to make sure you get all of the money you’re entitled to.
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.
