Consider using a Trust Be for Long-Term Care
They may wish they had applied for long-term-care insurance when they were healthy enough to pass the medical underwriting standards.
November 20, 2023
Houses make horrible Wealth Transfer Vehicles
Somewhere along the way, homeowners came to believe a non sequitur of sorts, that the “American Dream” includes not only buying a house but also passing that same home on to their children. Financial advisers have largely supported this tactic for passing along generational wealth.
November 16, 2023
RLT can Help with Planning for Incapacity
While physical disabilities may not impact a client’s ability to manage their own assets, mental illnesses and age-related cognitive impairment can eventually lead to incapacitation and the inability to manage their own assets.
November 14, 2023
The Estate of The Union Season 2|Episode 11 is out now!
The Estate of The Union Season 2|Episode 11 is out now! Sylvia Holmes makes a fabulous guest! She is a Travis County Justice of the
November 13, 2023
Beware of Social Security Scams using AI
AI-driven fraud is on the rise, and that includes Social Security scams. Thieves are using artificial intelligence to get personal information that can be used to access benefits.
November 8, 2023
You Need Two Kinds of Power of Attorney Documents
Power of Attorney documents are often an afterthought when someone thinks about their estate plan.
November 7, 2023
How Should you Handle an Inheritance?
Receiving a financial windfall like an inheritance can be an emotional time — one that might prevent you from seeing the bigger picture.
November 1, 2023
How Does an Inheritance Trust Work?
Inheritance trusts take on critical importance in wealth management, particularly for multi-generational families.
October 30, 2023
Estate Planning can help address Nursing Homes Costs
The cost of nursing homes and adult care grew by 2.4% in July, the biggest increase in any month since 1997.
October 26, 2023
Strategies to minimize Taxes on Trusts
Trust distributions might be taxable, with the tax liability potentially varying based on factors, such as the type of trust, the kind of distributions and a beneficiary’s tax bracket.
October 25, 2023