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By arranging for a simultaneous death clause, families can mitigate many of the most common pain points

Typically, a healthy spouse can keep half of the joint assets up to a certain ceiling plus enough income

your estate planning attorney draft a trust without changing the deed to your real estate to reflect ownership

can defer up to $2,500 per year of your pretax salary ($5,000 per year if you’re married and file a joint

It can be easy to point out when someone else may have dementia, but it can be difficult to recognize

Succession Plan You may think estate planning is for people who have more assets than you, but as these five points

If the person creating the trust retained incidents of ownership in the policy (retaining power to change the policy’s value), it will be included in the person’s estate—regardless of the irrevocable trust’s ownership

The $500 million estate transferred ownership of the properties the elder Spitzer acquired, according

It is essential to understand the impact of account ownership and the timing of distributions on financial

deceased spouse; A right to an “elective share” percentage of the other spouse’s estate; A right to the ownership

The term “blind trust” has morphed to include a trust or entity that attempts to hide the true ownership

At that point, you can use the money in the HSA tax-free for medical expenses in any year. Here’s the big point to keep in mind: you can make a tax-free rollover from an IRA to an HSA only once