Joint tenancy is a commonly used form of ownership between two or more people. It... [Read more...]
Best Places to Retire: State Taxation
You owe federal income tax wherever you live. But your overall tax burden can vary... [Read more...]
If You Hope to Age in Place You Need to Plan Ahead
If you are old enough to be seriously thinking about end of life care, it... [Read more...]
Understanding Fiduciary Self-Dealing
While creating or updating your estate plan you will likely need to appoint more than... [Read more...]
Planning for the SECURE Act
The SECURE Act passed in late December. The SECURE Act changes some lifetime rules, but... [Read more...]
Leaving Behind Your Legacy
If you already have an estate plan in place, it may be time to take... [Read more...]
The SECURE Act and What It Means for You
The SECURE Act passed in late December. The SECURE Act changes some lifetime rules, but... [Read more...]
Spousal Impoverishment Guidelines for 2020
If you are currently enjoying your retirement years, or will be soon, the likelihood that... [Read more...]
Estate Planning Conference Discusses SECURE Act and More
The Heckerling conference, the largest conference for Estate Planning in the country, occurred last week... [Read more...]
Beneficiary Designations and Other Non-Probate Transfers
Many of us are surprised that our assets may not go to those named in... [Read more...]
How to Be a Long-Distance Caregiver
Watching a parent or other elderly loved one succumb to the physical and/or mental deterioration... [Read more...]
How to Handle Two Generations in Retirement
When most of us contemplate our retirement years, we envision travel, spending time with the... [Read more...]
