1 in 5 People Who Died of COVID-19 Did Not Have an Estate Plan Written By: Daniel Cobb, Managing Editor Date Updated: June, 2022 Key findings: 1 in 5 Americans had no estate plan established before dying of a serious case of COVID-19. Americans who…
Where Not To Die In 2022: The Greediest Death Tax States Ashlea Ebeling Former Staff Where Not To Die In 2022: The Greediest Death Tax States. Should death be taxing? Amid budget surpluses, states started slashing income taxes last year.…
Depp-Heard Trial Brings Up Postnups In The Worst Way. But They’re Still A Good Idea. Couples who didn’t sign a prenuptial agreement should get a postnuptial one as life changes. No one sets out to join the divorce club. Believe…
Succession Planning vs. Estate Planning – Why They Are Both Important Vancouver Business Journal One of the biggest misconceptions is that estate planning and succession planning are one in the same Succession plans are critical to the sustainability of a…
Keeping the “Boom” out of Baby Boomers’ Estate Planning The term “Baby Boomers” was coined following the impressive increase in the number of children born after World War II. Those born between 1946-1964 are considered baby boomers and are now…
Cryptocurrency And Estate Planning: What Digital Investors Should Know. Cody Barbo Forbes Councils Member Digital assets have been around for quite some time, but they seem to be dominating headlines again this year. In part, you can thank high-profile figures…
How to apply for Medicaid Below is a general guide to the Medicaid application process. Be sure to contact your local Medicaid office for state-specific rules. Note: Your Medicaid office may be called the Department of Health, the Department of Social Services, the Department…
Estate Planning Techniques for Gifting Many families routinely gift assets to heirs and some plan to leave assets to heirs above the amount the government allows to pass free of gift or estate tax. When it comes to estate planning…
Is Prior Occupancy Required to Have Home Excluded,When Qualifying for Long-Term Medicaid ? By Jill Roamer, J.D., CIPP/US Medicaid Planning When qualifying for long-term Medicaid, there are asset and income restrictions. In many states, the applicant cannot have more than $2,000 in…
SAVINGS TOD Accounts Versus Revocable Trusts – Which Is Better? Both help you pass down assets while avoiding the time and expense of probate, but one comes with a lot more flexibility than the other. by: Tracy Craig, Fellow, ACTEC, AEP®, Emily…