What Happens When Property Is Owned Jointly and an Owner Dies?
January 24, 2023
Various types of property, such as bank accounts and real estate, can be owned jointly with another person(s).
Cryptocurrency and Estate Planning: What Executors Need to Know
March 29, 2022
My dad is investing in cryptocurrency! I know nothing about it and, frankly, I am not interested in learning. I think it is a passing fad. When he dies and I am responsible for the distribution of his estate to my siblings, do I need to address the crypto?
What are Earnings Limits for Disability Retirees?
December 2, 2021
The retirement law has set an earnings limit of 80 percent in order for you to continue your disability retirement.
How to Prepare for Higher Taxes
July 26, 2021
President Biden’s proposal to eliminate the step-up for calculating inheritance taxes targets a tactic that has long been a wealth-preservation tool. What are some of the ramifications of the proposal and what, after political wrangling, could be the tax implications for large inherited assets?
Homeownership and Medicaid Can Be Problem
December 1, 2020
Many people work hard to acquire real estate and then later find that that real estate makes them ineligible for Medicaid to help pay for nursing home or in-home, long-term care.