Making Bequests to Caregivers Fraught With Problems
“And to Mary Kay Morgan, I bequeath my home and the sum of $250,000,” the…
7 years ago
Distribution of Assets
023: Knowing Alzheimer’s with Family Care Specialist Dori Sproul of the Alzheimer’s Association
Over 5 million people all across our country have Alzheimer's. The scary part is that…
8 years ago
Spotting and Preventing Elder Financial Abuse
The population of seniors in the United States is growing rapidly. Data from the U.S.…
8 years ago
What Does an Estate Organizer Do?
Estate Organizers specialize in handling the personal, tangible property items during the process of settling…
8 years ago
Avoid Probate of Your CCRC Refund
Continuing care retirement communities (CCRCs) often require new residents to pay an entry fee in…
8 years ago
IRAs Create Special Estate Planning Concerns
Eighteen-year-old Sarah tried to calm her excitement. She had been named the beneficiary of her…
8 years ago
Are Charitable Contributions Dead? No! – Introducing the QCD
The Tax Cuts and Jobs Act, passed at the end of 2017, significantly alters many…
8 years ago
If You Don’t Have the Keys, You Can’t Access it: BITCOIN
Lisa studied her late son’s will and frowned. “To my mother and father, George and…
8 years ago