What are Attorney’s Obligations after You Die?
Attorney-client privilege requires that attorneys keep confidential and refrain from sharing all secrets and other confidences of clients.
Cornelius Vanderbilt Created an Estate Plan, but Should I?
Cornelius Vanderbilt was among the richest Americans ever to have lived. Born in 1794, he built his fortune on railroads and shipping. To put his wealth into context, in today’s dollars when adding inflation, his fortune would be worth $215.7 billion.
Are Medicare Advantage Premiums Going Down?
As Medicare Advantage plans prepare to expand their benefits in 2021, CMS expects premiums to drop 34.2 percent from 2017 levels in the new year.
How Important Is Estate Planning in the Pandemic?
Planning for unfortunate events is particularly critical in the era of Covid-19.
How Does Guardianship Work?
As a result of illness, old age or incapacity, what may happen when you can no longer handle your own decision-making, handle your own money or make your own health care choices? Who can step in to help and how are they empowered?
Protecting Inheritance from the Taxman
Received an inheritance of cash, investments, or property? Here are four ways that can help you keep it from being swallowed up by taxes.
Make Your Nest Egg Last When Retiring Early
Retiring ahead of schedule may seem like a dream, but it is doable with the proper planning. Depending on when you were born, the normal retirement age is currently 66 or 67. If you’re planning to retire five, 10, or even 15 years early, one of the most important things to consider is how to make your savings last for the long haul.
What’s Involved in the Probate Process?
The probate process refers to court proceedings that you have to go through when a loved one passes on, and they have left an asset in their name.
New Survey Conducted on Keeping the Elderly Safe in the Pandemic
Forty-one percent of participants in a new survey said they don’t trust assisted living communities and nursing homes to keep older adults safe amid the coronavirus pandemic.
Pre-Election Estate Planning Includes a Vast Variety of Trusts
Why wait? A variety of trusts—from SLATs to BDITs, GRATs and more—can help you be proactive in protecting your wealth.