Advanced Directives
What Does an Executor Do?
My aunt recently asked me to be the executor of her will when she dies. I’m flattered that she asked, but I’m not sure what exactly the job entails.
October 10, 2020
Asset Protection
Pre-Election Estate Planning
Why wait? A variety of trusts—from SLATs to BDITs, GRATs and more—can help you be proactive in protecting your wealth.
October 9, 2020
Advanced Directives
Estate Planning Needs for Every Stage
Although there is often a progression of complexity in estate planning, this progression generally follows stages in life rather than specific ages.
October 8, 2020
Estate Administration
What Is Involved with Serving as an Executor?
My aunt recently asked me to be the executor of her will when she dies. I’m flattered that she asked, but I’m not sure what exactly the job entails.
October 7, 2020
Advanced Directives
You Need More than a Will for Estate Planning
Regardless of the pandemic, experts say it’s important to plan for when you’re not here—that is, give thought to what would happen to your bank accounts, your home and your belongings, as well as, perhaps, your dependents.
October 5, 2020
Asset Protection
Trusts: The Swiss Army Knife of Estate Planning
We may think of a spoiled heiress to a large fortune, whose parents were savvy enough to prevent her from having full access to her funds. On the other hand, we could imagine a loved one with special needs, whose needs will be provided for with trust-protected money.
October 2, 2020
Advanced Directives
Planning for Nursing Home Expenses
A revocable trust is great for many reasons, but it does NOT protect assets from nursing home expenses.
October 1, 2020
Advanced Directives
Why Trump Considered Reforming Long-Term Care Insurance?
Two years ago, the Trump Administration quietly began a review of the nation’s long-term care (LTC) insurance system, focused primarily on ways to enhance private coverage.
September 29, 2020
Asset Protection
Daughters of Don Lewis from ‘Tiger King’ File Lawsuit
The surviving daughters of Don Lewis, a Tampa man who went missing 23 years ago this month, have filed a lawsuit in Hillsborough County court against Tiger King subjects Kenny Farr and Carole Baskin, along with a woman listed as a witness on Lewis’ will.
September 28, 2020
Asset Protection
How Do I Handle Inheritance?
The period leading up to and shortly after losing a close relative is often one of the most emotionally demanding times that we, as humans, experience.
September 26, 2020