“When it comes to your retirement accounts, do you know who your beneficiaries are? These types of accounts have complex distribution rules and significant tax implications for those who inherit them. This complexity is compounded if there are errors or missing information on your beneficiary forms, as is often the case. Add to this the game-changer SECURE ACT—the largest retirement legislation that has been passed in decades—and there has never been a more important time to review your beneficiary forms.” Continue reading

“Open an HSA in minutes to help you save on taxes, cover medical expenses, and grow your retirement nest egg.” Continue reading

“For new retirees—especially those on a fixed income—it's more important than ever to take full advantage of every tax break available. After all, you have to stretch out your retirement savings to cover the rest of your life. However, holding on to your money is becoming more difficult these days, thanks to the economic problems caused by the coronavirus pandemic. That's why retirees really need to be on top of their tax situation.” Continue reading

“Tens of thousands of caregivers providing critical medical support to disabled veterans will be eligible to receive coronavirus vaccine doses soon under a new policy announced by the Department of Veterans Affairs this week.” Continue reading

“Retirement can be a bigger drag on the assets than all the professional and romantic mistakes put together.” Continue reading

“Depending on your family situation and the value of your estate, forming a trust can be an important addition to your farm transition plan.” Continue reading

“How can we see if there was a Will and if it’s worth pursuing?” Continue reading

“It’s possible to make changes to your Will after it’s written, including removing or adding an executor, if necessary.” Continue reading

“When making a Will and Testament, it’s important to follow the rules in your state to ensure the Will is valid. One of those rules centers on the requirements for witnesses.” Continue reading

“Prince’s 2016 death created one of the largest and most complicated probate court proceedings in Minnesota history.” Continue reading

“Can an owner of a timeshare will the timeshare back to the timeshare corporation and does the corporation have to accept it?” Continue reading

“Usually, when asked to be the executor of a family member’s estate, the person feels honored and trusted. It’s a big responsibility, since the executor will be tasked with carrying out a loved one’s final wishes.” Continue reading

“You’re closing in on retirement, but you’re not there yet. Are you on track?” Continue reading

“Marilyn Monroe’s estate makes millions every year. At the time of her death in 1962, the icon’s net worth was $10 million, when accounting for inflation. In 2020 alone, she made almost as much as that. But fans of the late star might be surprised to learn that it isn’t her many movies that make her estate the most money.” Continue reading

“Today, estate planning can encompass more than addressing your potential tax exposure. It frequently requires protection of a “fragile beneficiary,” which can include family members with disabilities, individuals struggling with addiction, spendthrifts, and even minors. There are planning options available to do so.” Continue reading

“You may have spent part of the pandemic updating your estate plan and getting your financial house in order. However, did you ever stop to think about whether your adult child needs a Will?” Continue reading

“Few retirees have all of these documents that are crucial to their golden years — especially during a pandemic.” Continue reading

“A Letter of Last Instruction is a document that outlines funeral planning processes and arrangements. A Letter of Last Instruction should not be confused with a Will or Testament, which is a legal document that expresses an individual’s wishes on how and to whom their estate should be transferred after their death.” Continue reading

“Is there a person on the planet who doesn't love the Peanuts characters? Snoopy, Charlie Brown, Lucy, Pigpen, Schroeder, and the gang are the iconic creations of Charles Schulz. In fact, it is still so popular that they earned Schulz's estate $32.5 million over the last year, two decades since his death due to cancer.” Continue reading

“Revocable Trusts are a very popular and effective estate-planning tool. However, the Trust will be ineffective if you do not actually place your assets in it.” Continue reading

“A Clark County judge has awarded Tony Hsieh's father and brother administrative duties to begin the process of sorting out the Las Vegas visionary's vast wealth and estate after he died and left no known will or estate documents.” Continue reading

“Robert Redford officially bought what was once the Timp Haven Resort (now known as the Sundance Mountain Resort) in 1969. This year, he's stepped away, selling the resort to Broadreach Capital Partners and Cedar Capital Partners. While we don't know how much the resort was sold for, the structure of the sale shows how this iconic real estate investor has built a successful exit strategy.” Continue reading

“John le Carré, the celebrated author of Tinker Tailor Soldier Spy, has died from pneumonia. He passed away at the Royal Cornwall Hospital in Truro. ‘We all deeply grieve his passing,’ his family wrote in a statement.” Continue reading

“A growing number of seniors are facing challenges to achieving financial security in retirement. From rising healthcare costs to the economic turmoil caused by COVID-19, financial stressors are leading even those who thought they saved enough for retirement to look for ways to bolster their income and savings.” Continue reading

“After years of fighting with federal officials, Vietnam veterans suffering from bladder cancer, Parkinsonism, or hypothyroidism would be granted presumptive benefits status under language included in the final version of the annual defense authorization bill unveiled Wednesday.” Continue reading