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After a lifetime of working and saving, retirement is the light at the end of the tunnel. Most of us envision it as a time of rest and relaxation, when we enjoy the fruits of our labors. We envision a steady source of income without the need to go to work each day.
Read MoreMarch 11, 2020 •
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Some health care facilities in our area say they are seeing more cases of early-onset dementia than ever before.
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Planning for changes to the estate tax and the valuation discount for small businesses can be challenging. Here’s how to take advantage of them now.
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The estate tax in the United States is a tax on your right to transfer property to other individuals upon your death, according to the IRS. In other words, when you die, the U.S. government might be entitled to a portion of your assets before the remainder can be passed to your heirs. Not all inherited assets are subject to the estate tax. In fact, the U.S. estate tax only affects the wealthiest households.
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Estate planning attorneys will agree that it is better to die with a properly drafted will, than to die without one. If you don’t have one, consider getting one.
Read MoreMarch 6, 2020 •
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Rising divorce rates among Americans over the age of 50 are causing more conflict in estate planning, new data shows.
Read MoreMarch 5, 2020 •
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Nobody likes to think about dying. However, it happens whether we prepare for it or not. If you don’t do some advance planning, it can cause even more longer lasting pain and grief, not to mention money and strained relations for your loved ones.
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