Elder abuse is a growing concern with a real financial impact. It is critical to be aware of an elder’s diminishing capacity and vulnerability to…
Estate planning provides a means to designate a trusted individual or entity to manage your copyrights after your passing.
Let’s explore some of the essential considerations of estate planning for self-employed individuals to ensure a secure future for you and your loved ones.
Understanding what “step-up in basis.” means and how this concept works can significantly impact the wealth you pass on to your heirs.
While it is better to give than to receive, if you give a gift above a certain amount, you might end up owing money to the Internal Revenue Service (IRS).
By 2033, nearly three-quarters of middle-income seniors will be unable to afford assisted living without selling their homes. But long-term care and Medicaid planning can prevent you from having a financial and medical crisis.
As a way to simplify the transfer of real estate, you may be tempted to add a child to the deed as a joint tenant. Although this strategy will successfully transfer the property to the…
A common mistake many people make with their life insurance is simply naming a loved-one as a beneficiary of the policy. But simply naming a beneficiary is the bare minimum. Life insurance is a hugely…
For your trust to keep your assets out of probate court, it’s essential that you’ve funded your trust. While creating a living trust is a great step towards smart planning, “funding your trust” is an…
Even if you’re no fan of pop music, you’ve probably heard the recent news about Britney Spears and the trending #FreeBritney movement. Britney has been under a conservatorship since 2009, but recently that has come…