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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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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