Reaching the point where you need to consider residential options for your mother can be overwhelming. Not only is it emotionally fraught, there are also financial and legal considerations.
Many estate executors focus on estate taxes and forget about income taxes. That can be an expensive mistake.
Knowing when to retire and when to begin claiming benefits comes down to understanding yourself — and your finances.
The rise in the stock market over the past several years, teamed with the passage of the SECURE Act two years ago—as well as the scheduled 50% reduction in the size of the federal estate tax exemption four years from now—has resulted in a renewed interest in estate planning for IRA and 401(k) accounts owned by married couples.
Once more hesitant to plan ahead, clients in today’s environment are much more proactive and willing to take action in the near term, rather than waiting and risking having to pay higher taxes down the line.
The U.S. Food and Drug Administration (FDA) has announced what it calls a ‘landmark proposal’ to make hearing aids available without a prescription, a long-awaited move aimed at making the devices more affordable and accessible to the millions of Americans living with hearing loss.
Right now, strokes are largely untreatable. However, a group of researchers at the University of Arizona hopes to change that.
The early part of the year is often referred to as “divorce season,” since it’s a popular time for couples to part ways. Regardless of when it happens, divorce is a significant time of change for women in many aspects, especially when it comes to their finances and money management.
Estate planning is not a requirement. No one can force you to make your will, create a power of attorney or to own your property in a way to avoid probate. As a result, people too often let common estate planning excuses stand in their way.
In estate planning, the use of trusts to manage the distribution of assets is becoming increasingly more common. However, for many people, the idea of setting up a trust during his or her lifetime is overwhelming and perhaps even unnecessary.
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