Whether you are considering nursing home care for a spouse, parent, or other loved one, making the decision that nursing home care is necessary is never easy. Once you have accepted that nursing home care is the best option, however, you have an equally difficult task ahead of you – finding the best facility for … [Read More]
Why Do You Need an Irrevocable Trust?
An irrevocable trust can be one of your most important estate planning tools. There are many reasons why you may wish to create an irrevocable trust but there are also downsides that you should be aware of to this type of trust in addition to the advantages. If you are thinking of creating an irrevocable trust, you should … [Read More]
Planning for Lottery Winners, Part 2 of 2
Lottery winners often end up in bankruptcy. Learn how an estate planning attorney can help you avoid mistakes and plan for your newfound wealth. The article looks at ways to protect the wealth and ways to benefit charity and others. [Read More]
What’s a 529 Plan and What Are the Benefits to Using One?
Would you be interested in a way to save money for education and get tax benefits simultaneously? A 529 plan might be what you’re seeking. Find out more by reading the benefits of a 529 plan. [Read More]
Planning for Lottery Winners, Part 1 of 2
A lucky winner recently won $320 million in the lottery. This article looks at an example of a prior winner’s mistakes. The next article in the series will examine strategies for lottery winners. [Read More]
Planning to Avoid Too Much SALT
The new tax law brought a cap of $10,000 on federal deduction for state and local taxes. People are trying different ways to get around the cap. Some of the ways work and others could land you in hot water. Read the article to find out more. [Read More]
Trusts for Privacy
Trusts have many uses. Perhaps the most important is that they can provide privacy at death. Garry Shandling is thought to have used a trust to provide privacy for those he left behind. [Read More]
How Can I Protect My Assets From Nursing Home Care?
When you get older, it becomes increasingly important to protect assets from nursing home care. Taking steps to secure your wealth is essential because you need to ensure that your money and property is not lost if you require care in a nursing home setting. As the join us for a free seminar. You can … [Read More]
Estate Planning: It’s Not Just About the Estate Taxes
The recent tax law temporarily doubled the estate tax exemption. That doesn’t mean there’s no need for estate planning. Estate plans consider many important aspects, not just estate taxes. This article examines some of the many considerations besides estate taxes. [Read More]
Planning for Frequent Flyer Miles
This article examines the transfer of frequent flyer mile accounts to beneficiaries. It looks at Anthony Bourdain’s will and its disposition of his miles. The article points out that these are contractual rights and you may or may not be able to transfer them at death. [Read More]
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