
Understanding Grantor-Retained Income Trusts
Many people seek strategies for wealth transfer and estate planning that preserve their assets and allow them to reap financial benefits while they are alive. …
When it comes to Estate Planning and Family Law services, there is a vast majority of information that may change how you document your assets, personal information and decisions. Below we have our top blogs and articles that discuss the various topics of the services we provide! Feel free to browse our blog page or search for a certain blog with the search bar above!
Many people seek strategies for wealth transfer and estate planning that preserve their assets and allow them to reap financial benefits while they are alive. …
Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) both require medical determination. Still, there are some differences in the eligibility requirements and how …
Estate taxes are imposed in the US on assets transferred from a deceased individual's estate to his or her heirs. An estate tax is not …
You may think creating your estate plan with do-it-yourself documents will save you cash. However, it can be costly in the end, both financially and …
You can influence your adult children's decision-making process by managing expectations regarding their inheritances as they form their financial plans and knowing their general inheritance …
Assets or wealth are transferred from one person or entity to another via wealth transfer. The transfer can happen either during your lifetime or after …
As a result of technological advancements in self-monitoring medical devices, telehealth, and smart homes, many aging Americans are able to live in their homes longer …
We don't want to think about death, especially our own death. Add to that the question of what will happen to our assets after we …
Low-income individuals and families can receive health insurance through Medicaid. However, Medicaid planning has become a growing trend among individuals with higher net worth as …
Estate planning and succession planning for farm and ranch real estate, livestock, equipment, and other personal property presents unique challenges. There is a common misconception …
If you have insurance coverage but still receive huge bills due to a medical emergency, it can be especially difficult. For example, suppose that you …
There are many types of probate litigation, including guardianship and conservatorship disputes, will contests, conflicts over family real estate, and true intentions of gifts. The …
Millions of Americans receive comprehensive medical coverage and financial protection through Medicaid, a federal and state public health insurance program. The program helps low-income families, …
To protect your assets, your wishes, and your loved ones, estate planning is vital regardless of your gender identity or sexual orientation. Estate planning allows …
With more people online than ever before, scammers are becoming more adept at mimicking communications, resembling tech support, government employees, and romantic partners. Seniors are …
Managing the digital properties you own is becoming increasingly important as we become more and more integrated into the Internet of Things (IoT). From smart …
You should implement Power of Attorney (POA) documents as part of your estate planning. All states recognize powers of attorney, but rules and requirements will …
Social Security is funded by payroll taxes paid by workers throughout their working lives. Individuals may opt to receive Social Security benefits as early as …
Although we gain more time after retirement, exercise may still be sacrificed to other activities in our busy lives. According to the American Medical Association …
The problem of age discrimination in the workplace persists despite decades of efforts to eliminate it. Age discrimination occurs when an employee or prospective employee …
Upon receiving an inheritance and dealing with a loved one's death, people feel mixed emotions. The loss of a loved one is sad but the …
As part of a comprehensive estate plan, several documents are created that spell out how a person wishes to be remembered. During the process, you …
Increasing numbers of older Americans are experiencing widowhood or divorce, leading to new relationships. The US Census Bureau reports that more than half of all older adults …
Despite inheritance, stepchildren are often treated the same in today's American families as full biological children. This is particularly true where stepchildren are part of …
The process of distributing the property of the deceased will be overseen by a probate court if your loved one dies intestate, or without a …
It is possible that your heirs, including minors and adults, may disagree regarding family circumstances, particularly regarding inheriting your estate. Relationships can change and intensify …
The annuity is a financial product that pays a fixed amount of money every year for the rest of the annuitant's life. Most annuities are …
The goal of most of us is to live a long and healthy life. However, when people live for a long time, they often outlive …
When you start planning, both in terms of financial affairs and health care needs, you may wonder what the difference between estate planning and elder …
You were chosen to handle a deceased person's assets and affairs after their death if they believed that you would be a trustworthy executor or …
A parent who is aging often loses their ability to think clearly and make informed and meaningful decisions. This growing inability may occur due to …
Current inflationary pressures are leading to financial insecurity for many US seniors. Besides reducing unnecessary expenses, retirees or near-retirees should examine existing government programs to …