Estate Administration
How can You Make Changes to Estate Plan?
Wills and trusts are typically changed over time as life circumstances, the state where you reside, or your desired outcomes change.
October 3, 2023
Estate Administration
Unmarried? What You Need to Know about Estate Planning
Unmarried couples don’t receive the same legal protections as married couples when it comes to inheritance and taxes.
October 2, 2023
Estate Planning
What to Do Upon Death of a Spouse
As the surviving spouse, you’ll need to consider housing options, like whether to sell or keep the home, or downsize.
September 29, 2023
Estate Planning
How Do Diabetes Screenings Work with Medicare?
You pay nothing for these screenings if your doctor or other health care provider accepts assignment.
September 28, 2023
Estate Planning
How to Decide on an Executor?
Have you found an executor (also known as a personal representative) to handle your affairs should you become incapacitated or die?
September 27, 2023
Estate Planning
Boomers, Beware: Don’t Spend Your Money This Way in Retirement
Once they retire, many seniors change their spending patterns quite a bit. There’s nothing inherently wrong with this, as long as they remain within their retirement budget.
September 26, 2023
Estate Planning
What Kind of Medicare Plan Should You Have?
If you’re thinking about retiring, or are already covered by Medicare, you might be overwhelmed by all the choices out there.
September 25, 2023
Estate Administration
Estate Planning Lessons from the Life and Legacy of Stan Lee
With Lee’s death, his daughter, Joan Celia Lee, known as J.C., inherited his estate but continued to pursue various legal actions attempting to get “everything that’s mine.
September 22, 2023
Estate Administration
How Did Ink Blobs Wreck a Beneficiary’s Inheritance?
A judge in Australia ruled that a 75-year-old man had died without a will after the names of his beneficiaries were obscured by black ink on the document, according to a recent court filing.
September 21, 2023
Estate Administration
Can I Help My Kid Buy a Home?
Parents with resources could purchase the property for the child, but that often does not drive the right incentive. How then, do you get the funds to the child in the most responsible and tax-efficient way?
September 20, 2023