Can I Avoid Financial Exploitation?
Financial exploitation comes in many forms, and older adults are often the victims.
Financial exploitation comes in many forms, and older adults are often the victims.
There are good reasons why people want their estates to avoid probate, and a lot of ways to do it.
While the number of older Americans with wills has been dropping in recent years, that doesn’t mean you should forego this legal document.
Trust funds are an important estate planning tool. They can protect your assets while you’re alive and help ensure that you leave money to your children or other loved ones after you die.
These vacation homes may also comprise a significant portion of the family’s wealth. Therefore, it’s understandable that homeowners want to pass their properties and family traditions to future generations.
When it comes to death and disability, your will alone might not be enough.
The thought of weddings and romance, honeymoons, guest lists, where to register, etc., leaves little room for estate planning. This article will provide five estate planning tips for newlyweds.
Amid the grief of losing a loved one, families are dealt additional burdens when the person did not leave behind a will or estate plan.
One of the most overlooked and misunderstood tax laws–available to married farming couples–is an opportunity called portability.
Soaring inflation, interest rate hikes and the war in Ukraine have sparked ongoing stock market volatility. However, there may be a bright spot: the chance to save money on a Roth conversion.
If you have a question, a comment, or simply want to have a conversation and explore how we can help, we’d love to hear from you.
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