Posted on: September 13, 2023
As the surviving spouse, you'll need to consider housing options, like whether to sell or keep the home, or downsize.
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Posted on: September 12, 2023
Millions of Americans use both traditional and Roth IRAs to save for retirement. However, that doesn't mean they all have a full understanding of how IRAs work.
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Posted on: September 11, 2023
As Lady Bird deeds grow in popularity, it is important to discuss and understand the benefits and limitations of these deeds.
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Posted on: September 10, 2023
Once they retire, many seniors change their spending patterns quite a bit. There’s nothing inherently wrong with this, as long as they remain within their retirement budget.
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Posted on: September 7, 2023
With Lee's death, his daughter, Joan Celia Lee, known as J.C., inherited his estate but continued to pursue various legal actions attempting to get "everything that's mine.
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Posted on: September 6, 2023
Revenue Procedure 2022-32 (2022-30 IRB 101) became effective on July 8, 2022. This guidance issued by the IRS allows certain taxpayers an extended amount of time (five years) to make a ‘portability election’ regarding estate and gift taxes.
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Posted on: September 5, 2023
Parents with resources could purchase the property for the child, but that often does not drive the right incentive. How then, do you get the funds to the child in the most responsible and tax-efficient way?
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Posted on: September 4, 2023
The distribution of wealth among beneficiaries through your final will and testament is often a complex and sensitive issue, one that can potentially spark conflicts and legal challenges among family members.
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Posted on: September 3, 2023
The link between healthy eating and living longer is well-documented. Getting the nutrients that your body needs can help protect you from diseases such as diabetes, cancer, and heart disease.
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