Giving to Grandkids? Consider Gift Tax, 529 Plans, and More
Here are some issues grandparents should consider before making gifts to grandchildren or other family members.
DetailsEstate Planning: Funding Your Revocable Living Trust
Trust funding is the process of transferring the ownership of your accounts and property to your trust during your lifetime.
DetailsPrivate Equity and Nursing Homes: What Families Need to Know
Research and reporting have shown mixed outcomes, but many studies suggest troubling patterns when private equity enters the nursing home sector.
DetailsSocial Security Spousal Benefits and Survivor Benefits
Social Security doesn’t just pay retirement benefits to retired workers; in some circumstances, it also provides benefits to a worker’s spouse or ex-spouse and to a deceased worker’s surviving spouse.
DetailsEstate Planning During a Divorce: Four Key Considerations
No matter how well couples plan their estates, no one plans for divorce. Here are some strategies to make sure your wishes are protected during and after the process of divorce.
DetailsWhat Most People Don’t Know About Durable Powers of Attorney
A durable power of attorney is a legal document that allows a trusted individual to make financial or health care decisions on your behalf if you become unable to handle your own affairs.
DetailsHow to Know When to Update Your Estate Plan
Updating your estate plan regularly helps ensure that your assets are distributed as you intend, your beneficiaries are properly provided for, and your chosen decision-makers are still able and willing to serve.
DetailsBaby Boomers and Beyond: Working Far Past Retirement Age
Nearly half a million Americans over the age of 80 are still working. For some, the choice to keep working is about staying active and engaged. For others, it’s necessary.
DetailsWhy Bruce Willis’s Family Moved Him into a Separate Home
This past August, Bruce Willis’s wife, Emma Heming Willis, revealed that Bruce had moved into a nearby one-story home staffed with full-time caregivers.
DetailsWhat to Do When Someone Is Contesting a Will
If someone contests a will, there are steps both the beneficiaries and the executor (the person named to carry out the terms of the will) can take.
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