How to Create a Caregiver Contract
August 14, 2024
Creating a caregiver contract provides clarity, ensures fair compensation and helps with Medicaid planning, making it a vital step for families caring for elderly parents.
What Are Estate Taxes?
June 5, 2023
Studies suggest that millennials will inherit an astounding $68 trillion in the coming years, making them the wealthiest generation in history. While this may be great news for some, it also comes with significant tax implications.
Get These Estate and Tax Items Done Before It’s too Late
April 6, 2023
What estate planners need to accomplish for their clients before Tax Day, as well as the regulatory changes they need to be aware of while preparing for the big day.
There are Ways to Transfer Home to Your Children
November 15, 2022
Transferring a home to adult children is not quite as easy as giving them the keys and letting them move in. No matter how you do it, the taxman wants his cut, whether through estate and gift taxes or those for property and income, both federal and state.
Major Blunders in Estate Planning
November 10, 2022
It goes without saying that everyone should have an estate plan.
Should I Look at I-Bonds for My Estate Plan?
November 4, 2022
Series I savings bonds are drawing a lot of attention. Thanks to high inflation, those issued from May through October 2022 offer a sky-high composite rate of 9.62%.
What are Mistakes to Avoid with Beneficiary Designations?
August 11, 2022
Here are five critical mistakes to avoid when dealing with your beneficiary designations.
When Should I Hire an Estate Planning Attorney?
August 5, 2022
Here are four types of estate situations that could call for professional legal help.
Addressing Vacation Home in Another State in Estate Planning
July 27, 2022
So why should you consider a more comprehensive plan than just leaving an out-of-state vacation home in your will?
How Do IRAs and 401(k)s Fit into Estate Planning?
June 24, 2022
Investing for retirement is one of the most important steps you can take toward building a secure financial future for you and your family. The sooner you can start, the better. Contributing to a retirement account can help you work toward your goals and may provide tax advantages to boost your progress.