December 18, 2020 •
Estate Planning ![]()
The steady drone of coronavirus news these past nine months has spurred countless older Americans to face a long-procrastinated task: writing—or rewriting—their wills.
Read MoreDecember 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 •
Estate Planning ![]()
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 •
Estate Planning ![]()
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 •
Estate Planning ![]()
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 •
Estate Planning ![]()
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 •
Estate Planning ![]()
James Spears has been her co-conservator since 2008, when the singer suffered a very public breakdown.
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