What Happens If My Partner Dies and We’re Not Married?

July 18, 2022

All couples can now take advantage of tax benefits for married partners, pass assets from one spouse to another with ease and qualify for Social Security spousal and survivor benefits. However, not all couples want to get married.

Estate Planning

Roth IRA Conversions After Tax Reform...Still a good idea?

July 15, 2022

Now may be a good time to consider a Roth IRA Conversion. When it comes to retirement planning, many people focus on picking the right mix of investments. And while asset allocation is undoubtedly important, it's not the only factor to consider. Another crucial element is tax diversification. With the market being down lately, many […]

Estate Planning

Relief for Late Filed Estate Tax Returns

July 11, 2022

Internal Revenue Service Offers Further Relief for Late Filed Estate Tax Returns Electing Portability. Portability is a planning tool available only to married couples. It essentially allows a surviving spouse to take any leftover estate tax exemption that the deceased spouse’s estate did not use. The exemption is transferred to the surviving spouse to reduce […]

Estate Planning

Did Ray Liotta Have an Estate Plan?

July 8, 2022

After years of toiling away in the entertainment industry, Ray Liotta was able to build up an impressive net worth.

Estate Planning

What Is Better, a Trust or a Will?

July 7, 2022

Preparing an estate plan for managing and distributing your assets in the case of death is one of the most important steps you could take to protect and provide for loved ones.

Estate Planning

How Do I Stop Heirs from Foolishly Wasting Inheritance?

August 3, 2021

One of the biggest concerns a trust creator might have is that the beneficiary would squander their inheritance or that the beneficiary’s creditor would attach the inheritance to cover the beneficiary’s debt.

Elder Law

Can You Believe Aging Parents Grow Stubborn and They Know It?

August 2, 2021

Aging parents grow stubborn, and researchers are uncovering the reasons why.

Estate Planning

Here’s Why You Need an Estate Plan

July 31, 2021

No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.

Elder Law | Estate Planning | Probate | Trust Administration

Will I Live Longer, if I Babysit the Grandchildren?

July 13, 2021

Looking for an extra incentive to spend some quality time with your grandchildren? Try telling their parents that it could extend your life.

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