A special needs trust is a popular strategy for those who want to help someone in need without risking that the person will lose their eligibility for programs that require their income or assets to remain below a certain limit.
Pandemics, inflation, rising interest rates, war in the Ukraine—uncertain times indeed! And yet, in the world of estate planning, almost every change in the zeitgeist offers its own suite of planning opportunities and applicable techniques.
Maximize the impact of your legacy and make sure it supports the people and causes that are most important to you.
If you’re married, you may be wondering what happens to your assets once you or your spouse passes. The answer to that question depends on various factors, including whether or not you have a marital trust.
While at Baltimore, Siragusa was also part of a defensive front considered by many to be among the best in NFL history.
Seniors have to cut back on some important things just to afford health care.
Claiming Social Security before full retirement age (FRA) has consequences–namely, that you’ll get stuck with a lower monthly benefit for life.
Upstream basis planning is a trust strategy that can save wealthy people on their capital gains taxes and income taxes associated with highly appreciated assets.
So why should you consider a more comprehensive plan than just leaving an out-of-state vacation home in your will?
What is covered by burial insurance?
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