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413 items found for "life insurance"
- How Do You and Your Spouse Hold Title to Your Property?
Adding a spouse as a joint owner on most assets – like bank accounts, investment accounts or real estate – won’t generally create any immediate tax issues, but adding them to other assets – like a private
- Important Steps to Complete a Medicaid Application
If you are looking at assisted living communities, Medicaid will not pay for room and board or rent in If the denial was due to a lack of supporting information, they will likely outline what documents you
- Make Sure the Kids Don’t Blow Their Inheritance
A trust for children can be established in the parent’s will or other testamentary documents—like a revocable of funds can be directed to be made at specific ages (e.g., 21, 30, or 40) or for specific purposes like
- Essential Tips for Talking to Your Loved One About Your Estate Plan
Try to Stay Focused on the Topic at Hand If there are two topics that most people don’t like discussing Power of Attorneys, money, driving and living arrangements are all categories that need to be discussed
- How to Plan For a Kid Who Can’t Handle Finances
Trusts are extremely flexible vehicles and can provide protection for beneficiaries, like a son or daughter
- Make a Charitable Donation in Your Will and Watch It Work
Many non-profits would be happy to have your inheritance—like colleges and universities, religious organizations
- INCORPORATING THE NEW ABLE ACT INTO YOUR ESTATE PLANNING IN HOUSTON
Just this year, the Achieving a Better Life Experience (ABLE) Act was passed, and it has implications ABLE Accounts are like 529 plans, but their purpose is to protect those with disabilities. For example, once it reaches more than $100,000 in value, the account holder will lose most likely lose Because the ABLE Act is so new, it is hard to predict exactly what it is going to look like.
- Don’t Delay: Talk about Alzheimer’s During the Holidays
Although combining a conversation about Alzheimer’s with a family visit over the holidays may not seem like All of this may seem like a painful conversation to have over a holiday meal, but do it now while you
- THERE MAY BE VALUE CREATING A TRUST, EVEN WITH MODEST ASSETS
But rather than sidelining trusts, it might be better to think of them like special teams in football If the spouse remarries and starts a new family, a trust can ensure the property stays within the lines
- Watch Out For Robots Taking Over Your Brokerage!
It’s being popularized by companies like Betterment LLC. These will include things like estate planning and tax advice.
- What You Need to Know About Donor-Advised Funds
Giving the appreciated assets of stock or complex holdings like real estate or small business shares which reduce your charitable donation by what it costs the organization to offer such rewards, would be like charities that are in good standing with the IRS, so you can’t make gifts to split-interest trusts like
- What Assets to Leave to Your Family
But some assets don’t get this step-up in basis—like retirement accounts.