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Reverse Mortgages Give You Tax-Free Cash

Reverse Mortgages Give You Tax-Free Cash

Reverse mortgages, also known as Home Equity Conversion Mortgages (HECMs), are government-insured loans. These loans let qualified senior homeowners convert illiquid home equity into available

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What is Michael Jackson Worth Today? It Depends Who You Ask

What is Michael Jackson Worth Today? It Depends Who You Ask

Since his death in 2009 at age 50, Jackson has experienced a commercial rebirth—thanks to the sharp executors who have managed his assets. The documentary

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The Value of The Purple One’s Estate Could Make His Heirs—and the IRS—Delirious

The Value of The Purple One’s Estate Could Make His Heirs—and the IRS—Delirious

The death of the musician Prince has started the clock on when the IRS will take a big chunk out of the star’s estate. But

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Life Insurance Needs to Roll with the Changes

Life Insurance Needs to Roll with the Changes

As we travel through the phases of our financial life, our needs change. The New York Daily News article, “3 ways to choose the right

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Succession Planning for your Family-Owned Business

Succession Planning for your Family-Owned Business

You’ve built and own a successful business. But the Smart Business article, “Five things you should know about estate planning for a family-owned business,” asks

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Why the Wealthy Don’t Carry Through with Their Estate Planning

Why the Wealthy Don’t Carry Through with Their Estate Planning

Once a trusts and estates lawyer has designed and discussed a client’s estate plan, the next step is to implement it. Drafting the documents, creating

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Stock Gifts to Grandkids: Does it Make Sense?

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

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How Much Inheritance Tax Did Grandma Leave Me to Pay?

How Much Inheritance Tax Did Grandma Leave Me to Pay?

Grandma just died without a will, and her husband, children, and siblings have all died. The remaining relatives need to consider not only the inheritance

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A List of Must-Have Estate Planning Documents

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

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This Just In: Estate Plans Need to Stay Up-to-Date

This Just In: Estate Plans Need to Stay Up-to-Date

“Now that everyone has settled into the New Year, it is a perfect time to review and update your estate plan.” Situations change and, as

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Don’t Die Rich? Why?

Don’t Die Rich? Why?

“So by adhering to the “Don’t Die Rich” theory of planning, how do you put your wealth to work?” The Wilmington Business Journal says that

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Don’t Plant a Bomb in Your Estate Plan to Blow Up the Future for Your Kids!

Don’t Plant a Bomb in Your Estate Plan to Blow Up the Future for Your Kids!

“The real reasons to do estate planning are to take care of ourselves and our families the way that we want to.” In a review

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