What Happens to Debt when You Die?
Creditors typically try to collect on unpaid debt, by going after the decedent’s estate during a process called probate.
Why Everyone Needs an Estate Plan
If you think of estate planning as something only ultra-wealthy people need to do, you're not alone. That's a common misconception.
Will the Pandemic Affect My Social Security?
If you are turning 60 in 2020, the pandemic could do more than interrupt your party plans. It could also lower the amount you’ll receive when you file for Social Security.
Do I Qualify as an Eligible Designated Beneficiary under the SECURE Act?
What Is an Eligible Designated Beneficiary?
Can I Disinherit Anyone I Want?
So, you’ve decided that a family member won’t be getting an inheritance, after all. Maybe you have an ungrateful or irresponsible family member you want to cut out of the will.
How Can I Protect Assets from Creditors?
Estate planning is not just about saving taxes, it is also about managing and protecting your assets against future creditors, both for you and for your beneficiaries.
How to Plan for Incapacity
One in four American adults live with a disability, according to the Center for Disease Control. One in 10 adults over the age of 65 has Alzheimer’s or dementia, according to the Alzheimer’s Association.
Visiting Grandma at the Nursing Home
As nursing homes in many states start to emerge from a four-month lockdown, residents and their loved ones are desperate for in-person visits. The federal government has issued guidelines for reopening nursing homes to visitors, and more than half of the states have authorized limited visitation.
AUGUST 31st-The Deadline for Rolling Back RMDs into Retirement Accounts
August 31 – The Deadline for Rolling Back RMDs into Retirement Accounts President Trump officially signed the CARES Act on March 27, 2020. The Act allows retirement plan owners to skip taking their Required Minimum Distributions (RMDs) in 2020, if…
What Should I Know about Immediate Variable Annuities?
Immediate annuities (also known as payout or income annuities) require you to pay to an insurance company. The insurer will send you a stream of payments, starting right away.