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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Posted on: August 31, 2023
The unexpected death of comedy icon Robin Williams in 2014 set off an explosive battle over his $50 million estate.
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Posted on: August 30, 2023
There are better—and often more creative—ways to plan and divide that can avoid family squabbles over cars, jewelry, furniture and household items.
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Posted on: August 29, 2023
Consider These Things First Your retirement account may be one of the most valuable things you own. Many consider naming their children as the beneficiaries of these accounts because they think it is a way of efficiently transferring their wealth if something happens to them. However, some factors make this type of transfer more complicated […]
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