February 3, 2021 •
Estate Planning ![]()
Given the expectation the Biden administration will roll back some of Trump’s favorable policies of the past four years, tax consultants and accountants are already hard at work. But for HNW women, dealing with election fallout is minor, compared to the bigger fish they have been frying in the tax pan for decades.
Read MoreFebruary 1, 2021 •
Estate Planning ![]()
Can an owner of a timeshare will the timeshare back to the timeshare corporation and does the corporation have to accept it?
Read MoreJanuary 28, 2021 •
Estate Planning 
A letter of last instruction is a document that outlines funeral planning processes and arrangements. A letter of last instruction should not be confused with a will or testament, which is a legal document that expresses an individual’s wishes on how and to whom their estate should be transferred after their death.
Read MoreJanuary 26, 2021 •
Estate Planning ![]()
Is there a person on the planet who doesn't love the Peanuts characters? Snoopy, Charlie Brown, Lucy, Pigpen, Schroeder, and the gang are the iconic creations of Charles Schulz. In fact, it is still so popular that they earned Schulz's estate $32.5 million over the last year, two decades since his death due to cancer.
Read MoreJanuary 20, 2021 •
Estate Planning ![]()
Powers of attorney come in different forms, each suited for a specific purpose. They serve as useful tools in any estate-planning effort.
Read MoreJanuary 11, 2021 •
Estate Planning ![]()
A growing number of seniors are facing challenges to achieving financial security in retirement. From rising healthcare costs to the economic turmoil caused by Covid-19, financial stressors are leading even those who thought they saved enough for retirement to look for ways to bolster their income and savings.
Read MoreDecember 24, 2020 •
Estate Planning ![]()
With the prospect of a Biden administration potentially raising tax rates and cutting estate tax exclusion amounts in half, some well-off taxpayers may be looking for a way to ease their burden, even while contributing to their favorite charities. A donor-advised fund may well be that opportunity.
Read MoreDecember 23, 2020 •
Estate Planning 
A recent court order could give up to 15,000 Vietnam veterans previously denied disability benefits, an average of $28,000 in backdated payouts, but federal officials could still yet try to appeal the ruling in coming weeks.
Read MoreDecember 21, 2020 •
Estate Planning ![]()
IRAs are a great way to save for retirement, but what happens if you contribute to a Roth IRA and your income is too high? Or you contribute more than you're allowed to a Roth or traditional IRA?
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.
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