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Caregiver Agreements and Considerations.

Caregiver Agreements and Considerations.

Caregiver agreements are often used in the Medicaid context so that a family member can be paid for their services to a loved one and

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Tax Issues on the Family Home for Loved Ones

Tax Issues on the Family Home for Loved Ones

NJ.com’s recent article, “Complex inheritance taxes on a home,” explains the valuation of a home based on its fair market value (FMV) on the date

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Simple Estate Planning Tools

Simple Estate Planning Tools

When we look at the steps taken in our investing lives, the basics are simple. As working investors in the initial stages, the priority is

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What is fair for a Family with a Child with Special Needs

What is fair for a Family with a Child with Special Needs

As parents, it’s hard to treat all children fairly, despite their different personalities and capabilities. Most try to ensure that one child never feels less

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Don’t Over-Think Your Estate Planning

Don’t Over-Think Your Estate Planning

The psychological issues in deciding how to leave your assets can be the hardest part of the process, says Wilmington Biz in the recent article,

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How Do I Collect as the Sole Beneficiary for a Family Member Who Lives Out-of-State?

How Do I Collect as the Sole Beneficiary for a Family Member Who Lives Out-of-State?

NJ.com’s recent article, “Inheriting money from out-of-state relative,” explains that with a power of attorney, you will be able to manage the family member's affairs

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Ohio Supreme Court Says High Bar to Find Undue Influence in Will

Ohio Supreme Court Says High Bar to Find Undue Influence in Will

A recent case in Ohio demonstrates the very high threshold that must be met to establish that a decedent was unduly influenced or lacked testamentary

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Bluegrass Legend’s Historic Home to be Sold by Estate

Bluegrass Legend’s Historic Home to be Sold by Estate

Bill Monroe lost both of his parents by the time he was 16. His uncle, Pendleton Vandiver then took care of him. For two years

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Check on Your Beneficiaries…Today!

Check on Your Beneficiaries…Today!

When you pass away, what you leave to your loved ones is important, but so too is how you leave those assets. Making certain that

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Administrator Must File for Portability for Surviving Spouse, Court Says

Administrator Must File for Portability for Surviving Spouse, Court Says

The administrator of a decedent's estate in Oklahoma appealed an order from the trial court forcing the administrator to file a federal estate tax return

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How to Split the Lake Cabin among the Kids

How to Split the Lake Cabin among the Kids

Financial Planning’s recent article, “Save clients from tax pitfalls, family strife when passing on that lake cabin,” says that a parents’ well-meaning bequest could wind

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Advice for Blended Families and Estate Planning

Advice for Blended Families and Estate Planning

Did you know that about 1,300 new stepfamilies are created every day? That’s from the Stepfamily Foundation, and the Pew Research Center says 41% of

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