Long-term care insurance covers expensive nursing care needs. However, is it a good investment? Here’s what experts say about what you should take into account.
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When do you need to file a gift tax return? The IRS wants to know how much you are gifting over the course of your lifetime. This is because while gifts may be based on generosity, they are also a strategy for avoiding taxes, including estate taxes.
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One of the most important estate planning documents for all persons over the age of 18 to consider is a durable power of attorney.
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Estate planning should always be customized to each individual creating a plan. This is particularly important when planning for beneficiaries with disabilities.
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The Covid-19 pandemic has increased Americans’ awareness of the need to have a will, living trust or other similar end-of-life document prepared.
Read MoreApril 29, 2022 •
Estate Planning 
You may have heard the term “community property.” However, do you know exactly what it means or how it could affect you?
Read MoreApril 28, 2022 •
Estate Planning 
While 88% of business owners believe their family will control their business in five years, statistics from Family Business Institute show that only 33% of businesses survive to transfer to the next generation, and only 10-15% continue to the third generation.
Read MoreApril 27, 2022 •
Estate Planning 
GRATs are one type of irrevocable annuity trust used by estate planning attorneys to reduce taxes. It took a lot of hard work and dedication to acquire your wealth. You want to transfer as much of it as you can to your beneficiaries. As a result, having a large estate means you’ll have to pay quite a bit in gift and estate taxes.
Read MoreApril 26, 2022 •
Estate Planning 
While it’s never fun or pleasant to think about what will happen to them if the worst should happen to us, it’s very important to consider how we can ensure that they are well cared-for when and if we are no longer able to care for them ourselves.
Read MoreApril 25, 2022 •
Estate Planning 
There are many options, but the best use of the money is different for each widow and her unique circumstances.
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