What Exactly Does it Mean to Fund a Trust? BY JULIE GARBER REVIEWED BY EBONY J. HOWARD Updated March 15, 2021 Funding a trust is the process of transferring your assets to the ownership of your trust. Once ownership is…
Bequeathing And Inheriting Guns: What To Do With Firearms When Someone Dies Bequeathing And Inheriting Guns: What To Do With Firearms When Someone Dies. Map out a smooth transition because it can get complicated.When you die, your assets go to…
7 Tips for Choosing the Right Executor What traits make for a good executor, and who by default is unable to serve? by: Daniel A. Timins, Esq., CFP® August 8, 2017 Choosing the Right Executor. It’s an important question: Who can…
Philip Seymour Hoffman’s $12 Million Estate Planning Mistake A few moves could have saved the loved ones of actor Philip Seymour Hoffman a lot of money. Even if you don’t have a $35 million estate, like Hoffman’s, there are some…
IRS’ “Dirty Dozen” By Jill Roamer, J.D., CIPP/US Elder Law Each year, the Internal Revenue Service (IRS) puts out their “dirty dozen” list. This is a list of scams that are prevalent that the IRS wants everyone to watch out for.…
Remarried With Children? 5 Estate Planning Mistakes to Avoid Couples on their second marriages need to plan carefully for each other and their kids by John Waggoner, AARP, July 9, 2021 Estate Planning for Blended Families. A second marriage can be…
Estate Planning Secrets: How To Avoid Probate Russel Morgan Forbes Councils Member Estate Planning & Probate Lawyer. Founder of Morgan Legal Group, P.C. Represents individuals & major corporations in all essential matters. Estate Planning Secrets: How To Avoid Probate. Probate is…
Understand Medicaid’s Look-Back Period; Penalties, Exceptions & State Variances Last updated: January 07, 2021 Medicaid’s Look-Back Period Explained When a senior is applying for long-term care Medicaid, whether that is for services in one’s home, an assisted living residence, or…
How to protect your estate from greedy family members By Attorney Patti Spencer Special to THELAW.TV How To Avoid Family Fights Over Mom and Dad's Estate. Brother against brother, father against son -- are we talking about the Civil War?…
When Is the Best Time to Start Saving for Retirement? September 26, 2020 • 5 min read ByJohn Egan When Should I Start Saving For Retirement? Whether you're 25 or 55, you've probably given at least some thought to saving money for…