April 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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Japanese study found older male golfers were 37% less likely to get dementia.
Read MoreApril 21, 2022 •
Estate Planning 
The Internal Revenue Service (IRS) recently issued much anticipated proposed regulations that clarify and revise some of the required minimum distribution (RMD) rules for qualified plans (i.e., 401ks, 403bs, etc.) and individual retirement accounts (IRAs).
Read MoreApril 20, 2022 •
Estate Planning 
These vacation homes may also comprise a significant portion of the family’s wealth. Therefore, it’s understandable that homeowners want to pass their properties and family traditions to future generations.
Read MoreApril 19, 2022 •
Estate Planning 
Trust funds are an important estate planning tool. They can protect your assets while you’re alive and help ensure that you leave money to your children or other loved ones after you die.
Read MoreApril 15, 2022 •
Estate Planning 
To get power of attorney (POA), the person granting you that power must name you as the agent to have the powers specified in the POA document. It must be signed by the giver while s/he is sound of mind.
Read MoreApril 13, 2022 •
Estate Planning 
When it comes to owning property in two different states, you may wonder how to manage these in your estate plans.
Read MoreApril 12, 2022 •
Estate Planning 
It's hard for a family to recuperate when the patriarchs and matriarchs have gone to glory, leaving a battle for who will carry the family's leadership role and manage the family's transition of wealth.
Read MoreApril 11, 2022 •
Estate Planning 
In 2017, Congress doubled the exemption starting in 2018, and the amount will continue to rise with inflation through 2025. This expansion helped reduce the number of taxable estates to about 1,300 for returns filed in 2020 from about 5,200 in 2017, according to the latest IRS data.
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