The Parent Herald gives us five financial planning tips for single parents that will protect them and their families in its recent article, “5 Financial
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Stock Gifts to Grandkids: Does it Make Sense?
What if you are the owner of two blue chip stocks worth $100,000 and have owned these for more than 30 years, paying taxes on
Oregon Law Lets Families Maintain Facebook Accounts for Deceased Relatives
Oregon Governor Kate Brown recently signed SB 1554 into law. It permits legal access to digital assets, as reported by kitv.com in a recent article,
Legally Dead Man Shows Up as Outlaw Years Later
The process for declaring someone legally dead is one that is covered in state law, but in Pennsylvania, the statute’s language does leave some leeway
Financial Tips for After the Split
Divorce can take a toll financially on both spouses, with this immediate financial burden resulting directly from the separation of the household. When a couple
Art Collector’s Million-Dollar Will Challenged by Husband on Facebook
The monumental battle over the $100 million-plus estate of art collector Melva Bucksbaum is now being broadcast in a family war of words on Facebook.
Beneficiaries…What Are Those?
“When was the last time you updated, or even thought about, the beneficiary designations listed on your retirement accounts, life insurance, or annuity contracts?” If
Things to Think About Before Making a Roth IRA Conversion
“The Roth IRA, with its unique tax advantages, can be a powerful financial-planning tool. However, rolling funds from a traditional IRA into a Roth is
Author Harper Lee’s Estate Plan as Suspenseful as her Classic Novel
“If she had an estate plan, who did she leave it to?” When Nelle Harper Lee died last week in Alabama, she left the world
Take the Heat Off Your Kids with Estate Planning
“The value of a will, and of long-term care insurance, which can be a million dollar gift to your children and family members.” What’s the
A List of Must-Have Estate Planning Documents
“Why Now Is the Best Time to Plan” Millennials are not discussing end-of-life care with their parents. Nevertheless, to save your loved ones avoidable pain
Don’t Leave it to Chance: Spell out Executor Fees in Your Will
“Even on so-called simple estates, executors typically earn their fees.” A legal battle in New York shows an aspect of estate planning that often doesn’t