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Is a Dynasty Trust Right for You?
With a properly executed estate plan, your wealth can be enjoyed by your children and even their children. But did you know that by using...
Could Your Beneficiaries Make the Cut? The SECURE Act’s Eligible Designated...
Ushering in the new 10 Year Rule, the SECURE Act has changed the way inherited retirement accounts are now distributed. That is, to everyone...
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When to Turn Down an Inheritance
It's not enough to put together an estate plan for your immediate family. You should also consider any inheritances you might receive from other family...
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FASHION AND TRENDS
When Should the Elderly Hand Over Their Keys?
Consider these scenarios:
An elderly man runs through a red light and says he didn't see it.
An elderly woman gets on the freeway,...
Don’t Overlook Write-Offs for Medicare Premiums
Many seniors (and their families responsible for filing tax returns for them) have gotten into the habit of just claiming the standard deduction instead of...
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Could Your Beneficiaries Make the Cut? The SECURE Act’s Eligible Designated...
Ushering in the new 10 Year Rule, the SECURE Act has changed the way inherited retirement accounts are now distributed. That is, to everyone...
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