A charitable remainder trust can be used to help accomplish numerous financial planning objectives. However, complex legal requirements must be met to secure many of the benefits a CRT offers.
Going straight from a busy work life to ‘retired’ can be difficult, if you haven’t mapped out your path. Preparing yourself effectively involves both financial and lifestyle choices.
If someone has lost capacity to execute legal documents and has no power of attorney in place or has a power of attorney that is no longer usable (for example, if the named agents are deceased), a guardianship proceeding may be the only recourse.
Retirees preparing to file their taxes for this year should be aware of a number of common pitfalls, often-overlooked deductions and changes that stem from the tax overhaul two years ago.
More than likely, most people may not want to envision a time spent in court, arguing with siblings and other family members, or fighting with financial institutions and health providers to uphold end-of-life wishes and the management of personal assets.
Medicare and the health care providers must give you the information you need, like treatment options, to make informed health care decisions and explain your Medicare rights in a way you can understand.
The personal representative (formerly executor) of the deceased’s estate may be responsible for filing a number of tax returns.
It’s been a big year for 50th birthdays. From Jennifer Aniston and JLo to Matthew McConaughey and Sean Coombs, it seems like everyone is having a milestone birthday in 2019. However, this isn’t really a big surprise, when you consider that in the Generation X (1965-1980) cohort, 1969 was one of the largest birth years.
An issue that frequently arises is the treatment of an inheritance received by a spouse during the marriage. The basic rule is that any property received via gift or inheritance during the marriage is exempt from equitable distribution.
When the first spouse dies, the surviving spouse may not remain as close with his or her stepchildren. Small irritations which were overlooked during the lifetime of the spouse who died, may become outright disputes.
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