Prosecutors in a Texas forgery, theft and money laundering trial asked the court appointed administrator of an estate how an $8 million estate can shrink
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New Federal Law Passed to Protect the Elderly
Senate Bill 178, the Elder Abuse Prevention and Prosecution Act, establishes requirements for the Department of Justice (DOJ) to investigate and prosecute elder abuse crimes
New Statistics on Retirement Ages and Mortality Rates
Think Advisor’s recent article, “Americans Are Retiring Later, Dying Sooner and Sicker in Between,” notes that lifespans aren’t necessarily extending to offer equal time in
What’s the Best Way to Make a Gift to Family?
Questions often come up when gifting to children. What are the consequences to the giver and to the recipient? An article from nj.com, “Gift tax
Guardianship Issues Abound in the Silver State
A recent article in Reuters shows the problems in Nevada courts that are responsible for court-appointed guardians for the elderly. This article describes how a
When Do I Start Succession Planning for My Business? How About Yesterday?
As a by-product of succession planning, you get a template for running a better business. It’s beneficial to start these preparations right away. Springfield (MO)
How Do I Give My Required Minimum Distribution from a 401(K) To Charity Without Being Taxed?
Required Minimum Distributions (RMDs) are minimum amounts that a retirement plan account owner is required to withdraw each year, beginning in the year that he
Consider a Roth IRA for Estate Planning
There’s considerable talk about potential tax reform in Washington. It is anyone’s guess what that will look like in the end. However, taxes must be
What about a Trust? Do I Need This?
A trust is a legal vehicle for managing financial assets for the benefit of you and/or someone else. The property owner (the grantor or settler)
Should I Use a Trust to Avoid Probate?
Progressive states like California have led the charge in finding and implementing methods and techniques to avoid probate, reports The PV Democrat in its recent
Reverse Mortgage Rules Change Again
The federal government is again modifying the reverse mortgage rules. These changes impact the cost of insurance and borrowing limits, which create a mixed bag
Mississippi Prisoner Sues to Keep “Step-Mother” from Getting His Father’s Estate
Thomas Ellis claims that Maria Jackson, also known as Maria Ellis, has no right to his father’s benefits, because she was never legally married to
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Latest Posts
- Unlocking Personal Growth and Caregiving Support with Julie Cassaday on The Red Wagon Club Podcast
- The Role of Long-Term Care Insurance in Estate Planning – Debunking Myths
- Navigate the Maze of Senior Living with Guidance from Assisted Living Locators
- Medicaid Planning – Protecting Your Assets from Long-Term Care Costs
- The Value of Living Wills