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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Posted on: April 19, 2023
President Joe Biden is proposing a series of tax increases on investors and top-earning Americans in his annual budget request to Congress.
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Posted on: April 18, 2023
Is It OK to Rule from the Grave?
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Posted on: April 17, 2023
It is essential that women do not surrender the responsibility of managing their financial affairs and devising their estate plan to their family … but take complete charge of this important duty.
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Posted on: April 16, 2023
Many families discover that trying to mitigate the cost of long-term care can conflict with another common retirement concern—reducing taxes for retirees and their heirs.
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