
Using Retirement Funds in a Financial Crisis
U.S. has been making it easier for people to access long-term savings for emergencies, trading future financial security to stay afloat.

U.S. has been making it easier for people to access long-term savings for emergencies, trading future financial security to stay afloat.

If you pass away with no will, a state court may decide who gets your assets and — if you have children — who will care for them.

The most well-known ‘death’ tax is the Federal Estate and Gift Tax. However, the reality is that few people really have to worry about the cost of federal estate taxes.

Parents may delay creating an elder law estate plan, because of the in-law issue. Some parents are unfortunately estranged from an adult child, only because of the problematic son-in-law or daughter-in-law.

In today’s digital age, in which seemingly anything that matters is stored virtually in the cloud, a physical safe deposit box comes across as a relic of the bricks-and-mortar past. However, don’t be too hasty to dismiss the importance of keeping certain valuables securely tucked away in your bank’s vault.

There have been several law changes that affect IRAs passed since December 2019.

In the second part of our video series, Brad Wiewel discussed his new book, Surviving Texas Probate, on KXAN. Brad and host Rosie Newberry talked

It is also important to realize that it isn’t merely ‘why’ you are updating your will, but ‘when’ you are updating that can make all the difference.

Without a proper elder law estate plan, the children’s responsibilities are even more exhausting, stressful and sad.

No one likes to think about the end of their life, but it’s an important topic that many people put off until it’s too late.