What’s the Estate Tax Exemption for 2021?
The federal estate tax exemption is going up again for 2021.
Special Needs Plans Need Regular Reviews to Protect Loved Ones
Estate planning generally focuses primarily on lifetime protection and post-death distribution of assets. Special needs planning focuses primarily on the individual beneficiary’s lifestyle and care needs.
The Biggest Mistake in Trusts: Funding
Your real estate holdings, life insurance, bank accounts and retirement savings won’t magically flow into your trust.
What are the Major Social Security Changes for 2021?
The Social Security Administration (SSA) recently announced that the annual cost-of-living adjustment (COLA) for benefits will be 1.3 percent.
What Key Estate Planning Terms Should I Know?
Estate planning is an incredibly important tool, not just for the uber wealthy or those thinking about retirement. On the contrary, estate planning is something every adult should do.
Stretch Out IRA Distributions, Even Without ‘Stretch’ IRA
The SECURE Act killed the stretch IRA but instead of mourning, advisors can help clients make up the loss.
Scottish Actor Sean Connery May Have Had Dementia
Iconic Scottish actor Sean Connery, who has died at the age of 90, suffered from dementia in his final years, his widow Micheline Roquebrune revealed on Sunday.
How Do Joint Accounts and Beneficiary Designations Work in Estate Planning?
Remember that a will goes through probate, so a husband and wife typically try to avoid it by using joint ownership or beneficiary designations. However, they’re often mistaken by believing the will still controls their estate.
What Do I Need to Do after the Death of My Spouse?
The death of your spouse is a period of unimaginable grief. Unfortunately, there are many legal and financial obligations that will not wait.
When Medicare Choices Get Crazy, Many Seniors Avert Their Eyes
When Medicare Choices Get Crazy, Many Seniors Avert Their Eyes When Medicare Choices Get Crazy, Many Seniors Avert Their Eyes. With the new year approaching, many seniors will be bombarded with messages about their Medicare coverage. These messages range from…