Estate Administration
Have Estate Plan Checkup before Heading to Warmer Winter
If you are headed somewhere warm to spend the winter months, you will want to be sure you have everything in order before you go.
December 5, 2023
Estate Administration
Estate Plan can Ease Anxiety and Confirm Legacy
Preparing for the future supports the causes you believe in and provides peace of mind for you and your heirs.
December 4, 2023
Estate Planning
What’s Happening with Average Cost of Nursing Homes?
The cost of nursing homes and adult care grew by 2.4% in July, the biggest increase in any month since 1997.
December 1, 2023
Estate Planning
Do I Have to Pay Taxes on Trusts?
Trust distributions might be taxable, with the tax liability potentially varying based on factors, such as the type of trust, the kind of distributions and a beneficiary’s tax bracket.
November 30, 2023
Estate Planning
What Happens When the Second Parent Passes?
However, settling the second spouse’s affairs was more complex, even with advance planning. Everything from wills to banking to tax returns became more complicated.
November 28, 2023
Elder Law
Seniors Be Careful: Elder Financial Exploitation More than Doubled Since COVID
While we all hope to age gracefully, we need to prepare for the potential risks of aging as it relates to investing and financial wellbeing.
November 28, 2023
Estate Administration
Why You Need to Include Digital Assets in Your Estate Plan
From Bitcoin to Gmail accounts, the rules governing ownership, storage and transferability of digital assets differ significantly from traditional forms of wealth.
November 27, 2023
Estate Administration
Is Mick Jagger Thinking about Estate Planning?
Mick Jagger is getting candid about the Rolling Stones’ legacy.
November 24, 2023
Estate Planning
Can I Get My Ex’s Social Security Benefits?
If you’re thinking hard about your Social Security claiming strategy, there may be one aspect you’ve overlooked. If you’re divorced, you may be able to receive Social Security benefits based on your ex-spouse’s work record.
November 23, 2023
Estate Administration
What’s the Latest with Lisa Marie Presley’s Estate?
Lisa Marie Presley’s estate—previously at the center of a high-profile family dispute between actor Riley Keough and her grandmother Priscilla Presley—is the subject of another legal filing, this time over an alleged unpaid loan of $3.8 million. Keough became the sole trustee of her late mother’s estate less than two months ago.
November 22, 2023