Can You Disclaim an Inheritance?
What happens if you are named an heir in an estate but you don’t want it? Does it go the person’s children if you reject the inheritance?
December 16, 2021
How to Protect your Digital Life
However, in a world where more and more of our personal information is stored online, it’s also imperative to make a digital estate plan, so your loved ones can access your digital property.
December 15, 2021
The Estate of The Union Episode 12 is out now!
The Estate of The Union Episode 12 is out now! This is the traditional time for giving. Giving to a cause and giving of ourselves.
December 14, 2021
Can You Sue A Trust Directly?
Trusts can provide certain benefits for estate planning, including asset protection. But can you sue a trust?
December 13, 2021
Avoid Major Retirement Regrets
A 2019 survey by Global Atlantic Financial Group, which sells annuities, asked more than 4,000 Americans, pre-retirees and retirees, about their retirement savings. Of those surveyed, 55% said they had regrets. The top three were that they: Did not save enough. Relied too much on Social Security. Did not pay down debt before retiring. However,…
December 10, 2021
Evaluate your planning during Divorce
At such an emotional time, more paperwork is probably the last thing you want on your to-do list. However, taking a few key steps is critical to your financial future.
December 9, 2021
Divert Assets to maintain Medicaid Eligibility
Several types of special income trusts and other strategies can be helpful when trying to protect your family’s assets from the devastating costs of long-term care.
December 8, 2021
When should You Consult an Elder Law Attorney?
Here’s what you need to consider, when looking to hire an elder law attorney.
December 7, 2021
Estate Planning for Young Adults
Picture this…your child is in the hospital, but the on-call doctor won’t talk to you let alone allow you to weigh in on medical decisions. While hospitalized, your child’s bills are going unpaid because you can’t access their accounts—potentially wreaking havoc on their financial credit. Why? Because they’re over the age of 18.
December 6, 2021
Consider Gifting to Loved Ones before Tax changes
A recipient of a gift does not pay income taxes on the gift. However, the gift-giver may pay gift taxes, unless one of two exemptions applies.
December 2, 2021