Our Estate Planning Blog
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An End-of-Life Checklist can avoid any confusion or questions that may arise among different family members.
The COVID-19/ Coronavirus is the largest global health challenge in many years. The disease, and the policies enacted by governments in an effort to contain
The elimination of the Stretch IRA is a game changer, especially for parents who were considering bequeathing savings in IRAs to their children.
The number of unmarried couples who live together reached 18 million in 2016, a 29% jump from 14 million in 2007. Among adults age 50 and older, the increase was 75%: About four million were cohabiting in 2016, up from 2.3 million in 2007.
These changes are so significant that every such plan holders should review their wishes and how their estate plans may be affected.
My parents are in their 70s and they don’t have anything planned. I’ve spoken with them about the importance of planning.
Despite the burgeoning cost of higher education these days, you might still find yourself with unspent money in a 529 plan after your child has graduated from college. As you may know, if you withdraw the money for non-qualified education purposes, you have to pay taxes plus an additional 10% penalty on the earnings withdrawn from the account.
Relocating for retirement and trimming the budget line for taxes are among the many tasks preretirees and retirees have on their to-do lists.
Healthcare can be a daunting prospect for seniors, namely because health issues can creep up as people age, and because Medicare comes with a lot of hidden costs that seniors aren’t well-prepared for. However, if there’s one health-related expense that can really catch retirees off-guard, it’s none other than long-term care.
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