December 17, 2020 •
Estate Planning ![]()
Many investors took advantage of the pandemic-induced market decline this spring to do big Roth conversions and pay less tax on reduced asset values.
Read MoreDecember 16, 2020 •
Estate Planning ![]()
In situations where both spouses want the surviving spouse to inherit all the assets, which is often the case, a joint trust can be far less complicated to set up and maintain than separate trusts, with less headaches for the surviving spouse.
Read MoreDecember 15, 2020 •
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It is critical that parents and grandparents give careful thought to any gift of money or bequest in an estate plan, when the recipient has special needs.
Read MoreDecember 14, 2020 •
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The financial institution is obligated to distribute the CD to the person or entities that otherwise would be entitled to receive it.
Read MoreDecember 11, 2020 •
Estate Planning ![]()
Adding an adult child to your house deed, or giving them the home outright, might seem like a smart thing to do. It usually isn’t.
Read MoreDecember 10, 2020 •
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One of the biggest wealth transfers our nation has ever seen is about to take place. Over the next 25 years, as much as $68 trillion of wealth will be passed to succeeding generations.
Read MoreDecember 9, 2020 •
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Social Security is a huge source of financial stability for retirees, and married couples, in particular, can benefit dramatically from Social Security.
Read MoreDecember 8, 2020 •
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Retired Pope Benedict XVI has declined the inheritance of his brother Georg, who died in July, reported the German Catholic news agency KNA.
Read MoreDecember 7, 2020 •
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James Spears has been her co-conservator since 2008, when the singer suffered a very public breakdown.
Read MoreDecember 4, 2020 •
Estate Planning ![]()
The time may come when your elderly mother, father or other loved one cannot fully care for himself or herself. The adult children may not have the time or resources to ensure their relative’s health and safety. At that point, it may be time for him or her to move into a residential facility that can provide the care and services needed.
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