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381 items found for "special needs"
- Make Sure the Kids Don’t Blow Their Inheritance
two of their children never grew up and would spend their legacy on extravagances and questionably needy In addition, the distribution of funds can be directed to be made at specific ages (e.g., 21, 30, or 40) or for specific purposes like education or a first home.
- Answer These Legacy Questions
durable” power of attorney will act as your agent, making medical and/or financial decisions for you when needed required information, including passwords, to access your online accounts—your financial accounts, social
- Watch Out For Robots Taking Over Your Brokerage!
Human advisers will still need to manage more nuanced situations, especially when it comes to high-end
- The Daughters of Casey Kasem and Peter Falk Lobby for Elder Law Legislation
a way for close friends and relatives to visit ailing or incapacitated elder family members without needing
- The Confusion of Long-Term Care Insurance
Insurance premiums are lowest when you’re younger, and if you ever do need it, most policy owners will
- Can Bret Favre Help You Talk about Estate Planning with Your Family?
discussion, to see whether your loved one has given this adequate thought, to save headaches if you need
- Make your 2016 Financial Picture Bright
Be as specific as you can and brainstorm, then prioritize these items by picking your top four or five Set aside specific, separate savings accounts for some of your goals to ensure that you won’t raid savings designations, and your estate planning documents to see if they still apply or whether changes are needed Reference: Nerd Wallet (January 7, 2016) “How to Improve Your Finances in 2016” #HoustonAssetProtection
- Create a Revocable Trust to Help You Achieve your Estate Planning Goals
Each spouse is also given a specific exemption amount to shelter property from tax liability when passed As a result, bypass trusts may no longer be needed to avoid federal estate tax.
- Helping Parents with Their Finances Is Not An Easy Task
Before your parents can legally let you handle their financial matters, you need to be listed as their
- Reforming a Will Because of a Mistake
It now appears probate courts in California will need to determine what a deceased person intended when
- Just in Case: Designate a Guardian for Your Children Today
Your children will most likely have some type of inheritance that needs to be managed carefully, and
- Dad Left Me Out of His Will… What Can I Do?
father feels comfortable that his oldest child is successful in life and that his half-siblings are more needy