Estate Planning Blog Digest

Did you receive an inheritance of cash, investments, or property? Here are four ways that can help you keep it from being swallowed up by taxes.

Orlando Cepeda wants to know where his money went. He also wants to learn what happened to all of his baseball memorabilia, including his 1967 National League Most Valuable Player Award, and wants to be made whole.

Medicare has a series of income limits that trigger increasingly higher payments for retirees. And it’s not just the rich who are affected.

Probate and trust administration are not the same. There are important differences and similarities between administering a decedent’s probate estate and administering a decedent’s trust estate.

Many people begin to notice changes in their cognitive functioning as they age. Some find that they can’t quite remember why they entered a room or that the location of their keys is a constant mystery. Varying degrees of cognitive decline are common, and it is estimated that 14 million people will be diagnosed with dementia by 2050.

About 43% of more than 125,000 U.S. coronavirus deaths are linked to nursing homes, according to a New York Times analysis. Even before the pandemic, many of those facilities suffered a lack of funding.

Efforts to keep older people in apartments of their own may be saving many of them from the virus that causes COVID-19.

Kenny Rogers didn’t write a lot of his greatest hits. His heirs get a little cash, when any of his recordings are played or purchased online, but that’s just a trickle of income.

Somewhere between a corporation and a partnership lies the limited liability company (LLC). This hybrid legal entity is beneficial not just for small-business owners but is also a powerful tool for estate planning.

If the coronavirus has taught us anything, it’s that writing a will may be as important as hand washing and using hand sanitizer.