Get These Estate and Tax Items Done Before It’s too Late
What estate planners need to accomplish for their clients before Tax Day, as well as the regulatory changes they need to be aware of while preparing for the big day.
How Trusts Help with Asset Protection
The idea of asset protection for the purposes of protecting against long-term care costs is becoming both more sought-after and more necessary.
Beneficiary Battle over Presley Estate Reveals Possible Problems in Estate Planning
A badly in debt woman dies leaving the proceeds of substantial insurance policies to her children only to have her trust contested by relatives who claim an amendment naming the children as beneficiaries is invalid with no witnesses, misspelled names, suspicious signatures and was never given to previous trustees for review as required by agreement. A long, expensive, and protracted legal battle likely is brewing.
What’s New in SECURE 2.0 Act of 2022?
In the dark of the night, snuggled within the 4,000+ page Omnibus Bill meant to keep the machine of government well-oiled, lies a passage that may change the future of retirement saving.
Should Each Child Get Equal Inheritance?
Equally sharing the wealth among the children isn’t always fair, such as when one sibling is the primary caretaker, or another is already wealthy.
Can You Prevent Family Fights over Inheritance?
In early 2022, Bloomberg News reported that Americans can expect to inherit $72.6 trillion over the next quarter century—more than twice as much as a decade ago. With so much potential generational wealth on the line, there is always a risk that it will become the subject of a dispute.
Can an Elder Law Attorney Help Me with Medicaid?
How can an elder law Medicaid attorney help?
How Will Social Security Change Next Year?
Social Security recipients likely already know that their benefits get a bump almost every year to counteract the effect of inflation. However, that cost-of-living adjustment is just one of several annual tweaks to the Social Security system.
Estate Planning for a Changing Economy
One goal of estate planning is to bring some certainty to a multitude of variables. Recent increases in inflation, interest rates and market volatility, however, are causing some experts to reassess their options.
Did Loretta Lynn have an Estate Plan?
Country music icon Loretta Lynn passed away at the age of 90 on Tuesday, October 4th. The renowned singer had reportedly planned her funeral service before her death.
