According to a recent survey by D.A. Davidson, only one-third of American adults have an…
Category: ESTATE PLANNING
More than Just Salad Dressing: The Ongoing Saga of Newman’s Own Foundation
When a famous individual dies, it’s always interesting to see how they set up their estate,…
This Is Your Last Chance For Some Year-End Tax Moves, Ed Slott Says
Today might be the day for year-end tax planning, according to CPA and IRA expert…
Is Long-Term Care Insurance Recommended?
We are going to look at long-term care insurance in this post. If you are not…
Good Estate Planning: What It Can Do for You (Part 1)
Far too many people do not understand the benefits of proper estate planning. If you take…
SSA Releases 2023 Social Security Cost-of-Living Adjustment
We have heard a lot about inflation this year, and we are living it when we…
How Do I Set Up a Special Needs Trust?
Before we answer the question that serves as the theme of this post, we have to…
Common Mistakes in Estate Planning – Part I
Despite knowing that they should have an estate plan, many individuals look for shortcuts to creating…
Good Estate Planning: What It Can Do for You (Part 2)
In our previous post, we looked at a couple of things that good estate planning can…
DIY Wills and the Many Problems That Ensue
There are websites that sell boilerplate legal documents. You fill in the blanks on some type…