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What are the Different Types of Trusts?

October 5, 2023
While a simple living revocable trust often meets the needs of many individuals, some require more specialized trusts to achieve their goals.
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Which Is the Best Way to Transfer Wealth, Trusts or Wills?

October 4, 2023
Take the squabbling between siblings you've had to endure and referee as a parent. Now multiply it times age and money. That might give you some idea of the need to make your final wishes clear when the time comes to divvy up your assets.
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Plan for Expiration of Tax Cuts and Jobs Act

October 3, 2023
This sunsetting creates a big imperative for business owners to take a closer look at tax planning, and not treat a grim fiscal inevitability like another unfortunate surprise.
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The Benefits of Hiring a Lawyer for Medicaid Applications

October 2, 2023
Hiring a lawyer for Medicaid applications can offer several benefits.
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What Is Latest in Alzheimer’s Disease Research?

October 1, 2023
The US National Institute on Aging is moving forward with efforts to build a real-world Alzheimer’s disease database as part of its aim to improve, support and conduct more dementia research.
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What Estate Planning Documents do Your Caregivers Need?

September 30, 2023
One of the most difficult—and emotional—parts of caregiving can be having discussions about the legal side of aging.
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How to Pass on Family Heirlooms with Fewer Estate Battles

September 29, 2023
There are better—and often more creative—ways to plan and divide that can avoid family squabbles over cars, jewelry, furniture and household items.
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Don’t Leave Grandchildren a Tax Bill

September 28, 2023
It is becoming harder for older Americans to leave retirement savings to their grandchildren without sticking them with a big tax bill.
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Planning for Aging without Family Caregivers

September 27, 2023
What are elderly persons who are without children or other family to serve as caregivers supposed to do?
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Estate Planning for Second Marriages

September 26, 2023
If you are getting remarried, you obviously want to celebrate. However, it is also important to focus on less exciting matters, like redoing your estate plan.
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