Start 2023 Prepared: Reassess What Matters Most
If we have learned anything these past few years, it’s that life is fleeting. Amid such uncertain times, many of us have realized what – and who – truly means the most to us.
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If we have learned anything these past few years, it’s that life is fleeting. Amid such uncertain times, many of us have realized what – and who – truly means the most to us.
It has been a tumultuous few years. However, with the new year upon us, there are some silver linings – in particular for seniors. Here are five reasons for seniors to celebrate in 2023
A charitable lead annuity trust (CLAT) is an estate planning tool whereby a person creates a trust that initially benefits a charitable organization, foundation, or other qualifying entity for a defined period.
Although inflation is generally nothing to be pleased about, the IRS recently announced inflation-adjusted changes to the annual gift tax annual and estate tax exclusions for 2023. If you are considering wealth transfer tax planning, these are welcome increases.
You may wonder if there’s anything you shouldn’t include in your will. The answer is yes. There are some things that you should avoid.
Although caring for a grandchild is rewarding, it can also be challenging, particularly when it comes to finances.
When people pass away, their assets go through probate. The parties to an estate are the people involved in the probate process.
Accumulated frequent flier miles can be valuable assets, but what happens to those miles after somene dies? Can a spouse or other heirs inherit them, or do the miles simply evaporate like a contrail?
Although caring for people with dementia can be challenging, a variety of resources can help caregivers assist their loved ones.
You may have heard of the terms “springing” and “non-springing” power of attorney and wonder what they mean.
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