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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Posted on: March 23, 2023
A badly in debt woman dies leaving the proceeds of substantial insurance policies to her children only to have her trust contested by relatives who claim an amendment naming the children as beneficiaries is invalid with no witnesses, misspelled names, suspicious signatures and was never given to previous trustees for review as required by agreement. A long, expensive, and protracted legal battle likely is brewing.
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Posted on: March 22, 2023
When it comes to your financial legacy, business owners and executives who accumulate a significant amount of their net worth in their company’s stock rely on the current tax law stating that the basis in assets left to heirs is “stepped up” at death, to the fair market value as of the date of death.
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Posted on: March 21, 2023
Questions to help prepare for aging in place.
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Posted on: March 20, 2023
Estate planning is crucial to leaving your beneficiaries with your possessions as you intend.
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Posted on: March 19, 2023
Beginning your retirement is a significant milestone that is worth celebrating. You have put in many years of hard work and can now focus your energy on the next phase of your life. However, before you begin this next chapter, you must ensure that you have thoroughly thought through this exciting change in your life. […]
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Posted on: March 16, 2023
If you have a residence you would like to pass onto loved ones after your death, and you’re worried about your home going into probate, you may want to put your home in a property trust.
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Posted on: March 15, 2023
The SECURE 2.0 Act, which was signed into law in December 2022, changes the RMD rules for retirement savers beginning in 2023.
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Posted on: March 14, 2023
As the calendar turned to 2023, many of us took a moment to think about resolutions. I want to lose 10 pounds. I want to read things that aren’t just about work. I want to learn how to play pickleball. Or maybe this year I’ll give a relationship another shot. Maybe I’ll even remarry.
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