What’s an Annuity?

January 12, 2023 | Estate Planning

A joint and survivor annuity provides lifetime income payments for an annuity owner and their survivor. You contribute a lump sum of money to the joint and survivor annuity and can usually start receiving income almost immediately.

What Happens When Gift and Estate Tax Exemptions Change?

January 11, 2023 | Estate Planning

The federal lifetime gift and estate tax exclusion will increase for 2023, with possible increases for 2024 and 2025. However, these high thresholds are only temporary, unless there is a change in tax law.

What Is a Digital Asset for Estate Planning?

January 10, 2023 | Elder Law | Estate Planning

At any given time, the average American maintains between 30 and 50 online accounts. These may be with banks, financial institutions, utility companies, email providers, social media outlets, commercial shopping or travel sites and accounts unique to technology, such as an account to purchase apps for a smartphone.

Should Each Child Get Equal Inheritance?

January 9, 2023 | Estate Planning

Equally sharing the wealth among the children isn’t always fair, such as when one sibling is the primary caretaker, or another is already wealthy.

When Might I Need an Elder Law Attorney?

January 6, 2023 | Estate Planning

According to the WHO, one in six people over the age of 60 experienced some form of abuse from 2021 to 2022. Two-thirds of staff members at nursing homes and long-term-care facilities admitted they committed abuse during that same period.

What Is Elder Financial Abuse?

January 5, 2023 | Estate Planning

Elder abuse is a rampant problem.

Do I Need to Name a Life Insurance Beneficiary?

January 4, 2023 | Estate Planning

What Is a Beneficiary and How Do I Name One?

What Is a ‘Residuary’ Estate?

January 3, 2023 | Estate Planning

In simple terms, a residuary estate is any part of your estate that hasn’t been distributed to your heirs through a last will and testament.

What Exactly Does an Executor Do?

January 2, 2023 | Estate Planning

The main responsibility of an executor of a will is to carry out the final wishes of the person who bestowed that position of trust.

How to Talk to Parents about Estate Planning

December 30, 2022 | Estate Planning

With nearly 90% of caregivers providing care to a family member, and the holidays rapidly approaching, it is an opportune time to check in with both aging family members, as well as those performing caregiving duties.

Previous 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 … 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 Next

What’s an Annuity?

What Happens When Gift and Estate Tax Exemptions Change?

What Is a Digital Asset for Estate Planning?

Should Each Child Get Equal Inheritance?

When Might I Need an Elder Law Attorney?

What Is Elder Financial Abuse?

Do I Need to Name a Life Insurance Beneficiary?

What Is a ‘Residuary’ Estate?

What Exactly Does an Executor Do?

How to Talk to Parents about Estate Planning

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