Take Care when Transferring House to Children
What are the advantages and disadvantages of a parent transferring the title of a home to a child?
May 19, 2021
Estate Planning is more than a Tax Strategy
No one can predict the future—and navigating that reality is precisely what makes estate planning so complicated.
May 18, 2021
Tax Liabilities when a Loved One Dies
When someone passes away, their tax headaches don’t die with them. In fact, those obligations can further complicate the lives of survivors: Federal estate taxes may be due and state inheritance taxes could also come into play.
May 17, 2021
Deciding Who will Serve as Executor
What happens if you don’t have any family to be personal representative? Other than a family member, who can be personal representative?
May 11, 2021
Protect Your Child’s Inheritance from Relatives
You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your child’s future ex, here’s what you should do.
May 10, 2021
Managing an Inherited Retirement Account
So, you inherited a retirement account. Before you make any decisions on when and how to access the money, it’s worth familiarizing yourself with the rules that apply to different beneficiaries.
May 5, 2021
A victory for Adults caring for Aging Parents
Advocates are celebrating an important victory for individuals who provide care for their parents at home. The new decision will likely lead to a substantial expansion in the number of homes transferred to those caregivers.
April 21, 2021
Revise your Planning with a Second Marriage
If you are planning to take another walk down the aisle, it is critical to take the time to review and revise your estate plan, especially if meaningful assets and debts are being brought into the marriage.
April 19, 2021
Poor Estate Planning Decisions can be Costly
The press has made much of the handwritten will that Larry King executed in the months before he died and in which he purports to change his prior will executed in 2015, to leave his estate equally between his children.
April 15, 2021
Can You Revoke a Power of Attorney?
You don’t actually appoint someone power of attorney (POA). A POA is a document that you execute that allows someone to act on your behalf.
April 14, 2021