Filing Taxes when a Loved One passes
No one likes doing taxes, but the task is even more daunting when filing a return for someone who has died.
February 24, 2022
When Does Someone Need a Guardian?
Seeking a guardianship for a loved one is a decision that shouldn’t be taken lightly. Here’s how the process works.
February 23, 2022
The Estate of The Union Episode 14: Needle in a Haystack – Finding the right Caregiver is out now!
The Estate of The Union Episode 14: Needle in a Haystack – Finding the right Caregiver is out now! Getting squeezed between being a parent
February 22, 2022
Family Caregivers eligible for Tax Credits
There are actually several tax credits and deductions available to adult children who help look after their aging parents or other relatives.
February 21, 2022
Carefully consider which Assets to place in Trust
A revocable living trust is a great tool to help your assets pass smoothly to your beneficiaries and it can significantly reduce the headaches of probate.
February 18, 2022
Understanding the Legal Terms in Estate Planning
For most people, entering the realm of estate planning can feel a bit like traveling as a tourist into another culture. Because the language itself is unfamiliar, asking a question can result in an answer that is equally confusing.
February 17, 2022
How Executors manage Accounts after Death
Administration of a decedent’s estate may involve investment accounts (with stocks and bonds) held in the decedent’s name or trust.
February 16, 2022
Consider withdrawing more than RMD
Sometimes only taking the minimum IRA distribution can be a costly mistake. When deciding how much to withdraw this year, you need to consider the big picture. For some people, it makes sense to go big.
February 15, 2022
Letter of Instruction is Resource for Executors
Executors can use additional information in administering estates, especially if the executor is unrelated to the decedent.
February 14, 2022
Storing Passwords in Case of Death
Deborah Placet had no idea how to access her husband’s cryptocurrency and other digital accounts after his unexpected death at age 52.
February 11, 2022