What Happens when Homeowner Dies without Will?
April 30, 2021
How do we move into probate, so we do not lose the house and bank accounts, while not killing ourselves in the process?
What Is Family Business Succession Planning?
April 29, 2021
If you plan to pass your business to your offspring, there is more to keep in mind when creating your succession plan than your descendants—there are also their spouses—especially if they become ex-spouses.
Should I Discuss Estate Planning with My Children?
April 27, 2021
Many baby boomers may hesitate to discuss money with their children. However, the reality is that a massive amount of wealth will be transferred in the next couple of decades. Cerulli Associates estimates that about $68 trillion will move between generations within 25 years, with most of those assets transferred to Generation X households.
When do Medicaid Recipients have to Cash Stimulus Checks before Government Collects?
April 26, 2021
Nursing home residents on Medicaid have some more time to spend their stimulus checks, but they shouldn’t wait too long.
Is the Pandemic Making Young People Think About Estate Planning?
April 22, 2021
Caring.com, a leading senior living referral service and the nation’s top site for senior care reviews, has published a comprehensive report from its annual Wills and Estate Planning Study.
What Does ‘Per Stirpes’ in a Will Mean?
April 21, 2021
Per stirpes in a will means that a deceased’s child’s share will pass to the deceased’s child’s children in equal shares, if any.
Does Bacon Cause Dementia?
April 20, 2021
The equivalent of a rasher of bacon per day may increase the risk of dementia, a new study suggests.
Court Victory for Adults Caring for Parents at Home
April 19, 2021
Advocates are celebrating an important victory for individuals who provide care for their parents at home. The new decision will likely lead to a substantial expansion in the number of homes transferred to those caregivers.
What Qualifies as a Qualified Charitable Distribution?
April 16, 2021
Qualified Charitable Distributions, which allow Individual Retirement Account holders in their 70s and older to divert some of their federally taxable required distributions to charity while reducing their federally taxable income, are back after a 2020 hiatus.
Why Is Family of a Texas Governor Fighting over His Estate?
April 15, 2021
The Kate Marmion Charitable Foundation, an entity created to support people and programs in Uvalde and South Texas, has become ensnared in a lawsuit involving the family of the late former Gov. Dolph Briscoe Jr.