Posted on: April 5, 2023
The idea of asset protection for the purposes of protecting against long-term care costs is becoming both more sought-after and more necessary.
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Posted on: April 4, 2023
A type of education savings account called a 529 plan is just one of several tools families can use to prepare for the growing costs of higher education. While these plans can be beneficial for almost anyone since they let funds saved for education compound on a tax-free basis provided they're used for eligible education expenses, individuals who live in states with special tax breaks for contributions tend to fare the best.
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Posted on: April 3, 2023
For many parents, transferring real estate to their children is an important part of their estate planning process. There are several ways that parents can do this, each with its own advantages and disadvantages.
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Posted on: April 2, 2023
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.
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Posted on: March 30, 2023
Crafting a carefully considered estate plan can ensure that asset distribution aligns with both your intended legacy and your beneficiaries’ needs.
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Posted on: March 29, 2023
Although in the past it may not have been the norm to provide for animals in our estate planning, times have changed.
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Posted on: March 28, 2023
The first SECURE Act extended the beginning date for taking required minimum distributions from the year after the account owner reaches age 70½ until they reach age 72. Just three years later, ‘SECURE Act 2.0’ has extended this age to 73, and offers a further provision for extending it again, to age 75, beginning in 2033.
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Posted on: March 27, 2023
Now Emma Heming is honoring the vows she made to Willis over a decade ago. A year after the family revealed to the public that Willis was suffering from ‘Aphasia,’ they have confirmed his diagnosis of Frontotemporal Dementia (FTD for short).
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Posted on: March 26, 2023
One-quarter of Americans said inflation has caused them to think about estate planning, the survey said. Two out of three Americans said they don’t have any kind of estate planning documents.
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