Should Parent Transfer House to Kid?
May 18, 2021
What are the advantages and disadvantages of a parent transferring the title of a home to a child?
What Emergency Documents Do I Need in Pandemic?
May 7, 2021
What Emergency Documents Should I Have?
Should Young Families have an Estate Plan?
May 4, 2021
Putting your last wishes on paper is critical to ensuring your family is taken care of when you die.
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.
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.
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.
Does New COVID Relief Bill have an Impact on Seniors?
April 13, 2021
Besides the third round of stimulus payments, multiple expanded tax credits for parents are perhaps the most widely known provisions of the COVID-19 relief bill that President Joe Biden signed into law on March 11. But the expansive legislation, formally known as the American Rescue Plan Act of 2021, contains provisions that affect Americans of all ages, even retirees.
Remind Me Why I Need a Will
April 8, 2021
A will is a legal document that allows you to decide what happens with your estate after you passed away. Unfortunately, not all people consider creating one because they think that it’s complicated and just an extra expense.
Dr. Seuss’ Controversy Impact on Estate?
March 31, 2021
The overdue decision to stop publishing certain Dr. Seuss books, because they contain racist imagery has caused quite a hullabaloo — a Seussian word, if there ever was one.