Posted on: December 14, 2022
If you knock time and money off the excuse list, you can take care of some important estate-planning tasks.
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Posted on: December 13, 2022
A SLAT is an irrevocable trust set up while both spouses are still alive, in which one spouse is the designated beneficiary of the other spouse.
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Posted on: December 12, 2022
Retirement planning is an important part of long-term financial wellness. For women, the process can be especially fraught.
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Posted on: December 9, 2022
Robert, the older brother, and Lon, the younger one, were close as they were growing up in the Queens borough of New York City. However, when their mother passed away and left the bulk of her estate to Robert, Lon was devastated.
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Posted on: December 8, 2022
An estate plan works like the operating system on your phone or computer. It runs in the background. However, it needs occasional updates to keep the plan current.
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Posted on: December 7, 2022
The Supreme Court listened to arguments Tuesday in a case to determine whether veterans with disabilities can collect decades’ worth of retroactive benefits from the Veterans Administration.
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Posted on: December 6, 2022
In early 2022, Bloomberg News reported that Americans can expect to inherit $72.6 trillion over the next quarter century—more than twice as much as a decade ago. With so much potential generational wealth on the line, there is always a risk that it will become the subject of a dispute.
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Posted on: December 5, 2022
As the American population of seniors continues to expand, the need for intentional estate planning becomes more urgent, especially for the children of aging parents.
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Posted on: December 2, 2022
You can set up a 529 savings plan account for any beneficiary. You can also set up accounts for as many beneficiaries as you want.
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