While direct giving has an immediate impact, some individuals may be considering charitable planning strategies that will have a larger and longer-lasting impact not only on charities, but on their own lives or that of their families.
Many families have experienced the rollercoaster of emotions watching a loved one slowly start to subside to dementia or Alzheimer’s, but it’s important to realize that you and your loved ones are not alone.
After a loved one passes, one of the biggest hurdles families face is passing wealth onto the next generation. Unfortunately, family dynamics can spur conflict and infighting among descendants.
Is it better to transfer the title of the home to us, or to leave it as it is given her age and go through probate?
It is estimated that by 2040, the number of Americans living with Alzheimer’s, dementia or other cognitive disorders is expected to double to close to 12 million due to the aging population, according to a recent study by RBC Wealth Management and Aon.
It’s important to understand that Medicare Part A and Part B leave some pretty significant gaps in your health-care coverage.
Second (or third or fourth) marriages often require careful balancing between the needs of the surviving spouse and the needs of the children from a previous marriage.
Most states recognize inheritances as separate property, and many experts say keeping them separate is often the best approach.
Unfortunately, due to hidden resentments, siblings still tend to end up in court suing each other and losing great chunks of their inheritance in the process all too frequently.
The list of things you need to do after someone dies can seem endless, especially during a time when you are also grieving.
