Posted on: May 15, 2023
You’re single, and you don’t have an estate plan or even a will. Perhaps you think you don’t need either because you’re not wealthy and don’t have children.
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Posted on: May 14, 2023
If you have a Roth IRA, you may be planning to use it as part of your retirement income.
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Posted on: May 11, 2023
Pope Benedict XVI lived a simple life in Roman Catholic Church's Vatican apartments during his final years, and it is not known what money or assets are to be inherited.
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Posted on: May 10, 2023
A marital trust is a complex estate planning tool that should be crafted carefully. Because of its tax benefits, you should work closely with an experienced estate planning attorney to ensure that the marital trust is established properly.
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Posted on: May 9, 2023
To protect assets effectively, you have to store them in the right legal entity. However, that can depend on whether you’re looking to protect business assets, avoid estate taxes, or protect personal assets from legal liability while running a business.
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Posted on: May 8, 2023
Bernie Sanders is once again calling for higher taxes on Americans who inherit millions.
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Posted on: May 7, 2023
Who you choose as the annuity beneficiary may impact how the annuity income is taxed if you pass away.
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Posted on: May 4, 2023
Raquel Welch, whose acting career spanned five decades, passed away in February at eighty-two. Welch appeared in over thirty films and fifty television series, won a Golden Globe Award, and has a star on the Hollywood Walk of Fame. However, Welch was more than an actress. She was also a savvy businesswoman with several successful […]
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Posted on: May 3, 2023
Everyone age 18 and over should have a health care proxy document signed (think children off to college, and yourself, not just an elderly parent).
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