Estate Planning for Your Digital Legacy
Notarizing Documents for Seniors With a Dementia Diagnosis
Why You Should Designate Beneficiaries
3 Common Probate Questions: Estate Planning Basics
When Does Someone Need Financial Guardianship?
Can I Have Both Employer Insurance and Medicare?
People may have Medicare and other insurance simultaneously for several reasons.
Financial Planning for Graduates
You should help your child plan for their financial future, whether they are graduating high school or college. You want to set a strong foundation for long-term financial stability by broadening their scope of financial literacy. Sharing the following tips…
The Basics of Gift Taxes
Aside from receiving gifts, giving them to family and friends can also help you reduce your assets. There is a threshold, however, to how much you can give away in any given year, as well as over your lifetime. Whether…
The Qualified Personal Residence Trust
It is important for people to protect their assets and minimize their beneficiaries' potential tax burdens when planning their estates. The qualified personal residence trust (QPRT) is a valuable tool in this area. This specialized trust enables individuals to transfer…