Posted on: May 2, 2023
Joint accounts may seem like an effective way to prepare if parents need help with finances as they get older, but unexpected problems could crop up.
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Posted on: May 1, 2023
Knowing the tax rules can help you pass on more of your money to your loved ones while minimizing taxes.
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Posted on: April 30, 2023
Aging solo is about those individuals who are widowed or not married, live alone and have no family or none they can count on. They are going through the last years of their lives on their own. It can be just fine until one’s health declines and the usual activities and access to friends get out of reach.
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Posted on: April 27, 2023
Contracts are an area where a do-it-yourself (DIY) approach can fall short. The many online contract templates can make it seem like a contract is simply one more business task that can be insourced. However, while DIY contracts are easy to print out and sign, once the signatures are in place, business owners may have […]
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Posted on: April 26, 2023
The recent decision by former President Jimmy Carter to transition to hospice brings much-needed attention to this crucial part of healthcare.
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Posted on: April 25, 2023
How this is handled now depends on the plans the deceased made when they were alive. For some people, that might mean probate.
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Posted on: April 24, 2023
There are certain provisions that people often forget to put in a will or estate plan that can have a big impact on a family.
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Posted on: April 23, 2023
Step-up in basis, also known as stepped-up basis, is a wrinkle in the federal tax code that can help heirs avoid or reduce taxes on inherited assets.
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Posted on: April 20, 2023
With the possibility of needing long-term care in the future, many people are interested in proactive planning.
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