How to Use Intrafamily Loans as Part of Your Estate Plan
When interest rates are low, intrafamily loans can be a [...]
Online Survey Helps Older Adults Assess Their Financial Vulnerability
All older Americans are vulnerable to financial abuse, but there [...]
Preserving the Family Vacation Home for Generations to Come
Summer is winding down and if you are one of [...]
New Tax Proposals Mean You Should Review Your Estate Plan
As we have written previously, number of tax proposals being considered [...]
6 Things to Ask Before Agreeing to Be a Trustee
Being asked to serve as the trustee of the trust [...]
Can a Marriage Be Annulled After One Spouse’s Death?
Marriage is supposed to be “until death do us part,” [...]
Be Careful Not to Name Minors as Your Beneficiaries
Most people want to pass their assets to their children [...]
Why Everyone Should Have an Estate Plan
Do you have a will? A durable power of attorney? [...]
The Need for Medicaid Planning
One of the greatest fears of older Americans is that [...]
Passing Assets to Grandchildren Through a Generation-Skipping Trust
Passing assets to your grandchildren can be a great way [...]
