Why Did Mary Trump Claim Her Family Stole Her Inheritance?
In a lawsuit against President Donald Trump and his family, Mary Trump alleges that the family committed fraud with her real estate inheritance.
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.
Why you should have a Financial Advisor help with your Estate Plan.
Why you should have a Financial Advisor help with your Estate Plan. Why should you have a Financial Advisor help with your Estate Plan? Believe it or not, you have an estate. In fact, nearly everyone does. Your estate is…
Can an Inheritance Lead to Trouble for Marriages?
Most states recognize inheritances as separate property, and many experts say keeping them separate is often the best approach.
What is a GRAT and Does Your Family Need One?
During this crazy 2020 tax year, in addition to being faced with all the issues surrounding Covid-19, as well as the roller coaster ride of the stock market, we are also currently in an environment where the interest rates are as low as they ever have been.
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.