Elder law estate planning, Financial Planning What are the Tax Rules of Gifts to Grandchildren? All grandparents want the best for their children and grandchildren and many take the initiative to set aside part of … June 20, 2017 2 MIN READ
Asset Protection, Anticipating Tax Reform with Your Estate Planning Strategies The current makeup of the federal government makes it very likely that some type of tax reform will happen within … June 17, 2017 2 MIN READ
Caregiving, Elder Law Elder Law Estate Planning – Choosing the Right Trust for your Estate When deciding how to disburse assets in an estate many individuals decide to create a trust over a last will … June 16, 2017 2 MIN READ
Asset Protection, Estate Planning, The Difference Between a Trust and Payable on Death In the past a trust was something that seemed useless for many Americans. It was a term often used to … June 14, 2017 2 MIN READ
Estate Planning Estate Planning and Online Accounts For some people the term “estate planning” conjures up images of wealthy families complaining about the estate tax. However estate … June 12, 2017 3 MIN READ
Estate Planning, Biggest Mistakes in Estate Planning: Part III An important part of your estate plan is making sure that it provides for your heirs in the way you … June 10, 2017 2 MIN READ
Estate Planning, Biggest Mistakes in Estate Planning: Part II Each individual state has its own trusts and estates laws. While there are many similarities among these laws there are … June 8, 2017 2 MIN READ
Elder Law, Do Not Forget to Apply for SSI Death Benefits if You are a Surviving Spouse or Child The passing of a loved one is never an easy event. While families take time to grieve and mourn the … June 8, 2017 2 MIN READ
Estate Planning, Biggest Mistakes in Estate Planning: Part I Estate planning can be a difficult topic and is likely to touch on unpleasant emotions. However it is an important … June 5, 2017 2 MIN READ
