What Happens When Property Is Owned Jointly and an Owner Dies?

January 24, 2023 | Estate Planning

Various types of property, such as bank accounts and real estate, can be owned jointly with another person(s).

Some Expenses are Paid by Estate and Some by Beneficiary

January 23, 2023 | Estate Planning

If you’re set to inherit, you may be wondering what estate expenses are paid by the beneficiary. The answer can depend on what assets are passed on to you when a family member or loved one passes away.

Is Dementia Risk Higher When it Relates to Psychological Distress?

January 20, 2023 | Estate Planning

Dementia risk was higher in people who had signs of psychological distress earlier in life, a cohort study in Finland found.

What Do I Need to Know Before I Agree to a Guardianship?

January 19, 2023 | Estate Planning

What you should consider before you agree to be responsible for an incapacitated loved one...

What’s New in SECURE 2.0 Act of 2022?

January 18, 2023 | Estate Planning

In the dark of the night, snuggled within the 4,000+ page Omnibus Bill meant to keep the machine of government well-oiled, lies a passage that may change the future of retirement saving.

How Does Guardianship Work?

January 17, 2023 | Estate Planning

If you haven't had any experience with guardianship for adults with dementia, it's likely you don't understand just how complex it is. You are not alone.

Beneficiary Mistakes to Avoid

January 16, 2023 | Estate Planning

Before making a decision on a beneficiary, it's very important to check your state laws. Some states have different rules on who you can name as a beneficiary.

Where Should an Estate Plan Be Stored?

January 13, 2023 | Estate Planning

Safeguarding legal documents and providing access to this information is a big consideration in your caregiving plan.

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.

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What Happens When Property Is Owned Jointly and an Owner Dies?

Some Expenses are Paid by Estate and Some by Beneficiary

Is Dementia Risk Higher When it Relates to Psychological Distress?

What Do I Need to Know Before I Agree to a Guardianship?

What’s New in SECURE 2.0 Act of 2022?

How Does Guardianship Work?

Beneficiary Mistakes to Avoid

Where Should an Estate Plan Be Stored?

What’s an Annuity?

What Happens When Gift and Estate Tax Exemptions Change?

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