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You can take advantage of today’s big estate and gift tax opportunities and still retain some access to your wealth.Estate planning strategies are never going to be as effective as they are now because of the high exemption amounts, low estate and gift tax rate and low interest rates. See our July 2020 issue for […]
In last week’s Retirement Watch Weekly, I presented Part 1 of How To Make a Will Without a Lawyer. Here’s Part 2: Name Guardians for Your Children When a testator has minor children, the will should designate one or more individuals who will serve as guardians for the children if both parents are deceased. It […]
Long-term care (LTC) is expensive, but the cost of traditional long-term care insurance (LTCI) has increased at an even faster rate in the last few decades. Traditional LTCI became less attractive following the financial crisis. Insurers found they were paying more in claims than they had estimated and were receiving less income on […]
A long-term care facility is any place long-term care (LTC) is provided, and LTC can be provided in a number of different locations depending on the extent of care that is needed. Long-term care consists of a range of services and systems that help meet medical and personal needs of people who have […]
What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access.
Probate is the legal process that ensures your debts are paid and legal title of your assets is transferred to the appropriate heirs and beneficiaries. If you have a will, the probate process will determine whether the will is authentic and valid. A probate sale is when property that was owned by the […]
Probate is the legal process that ensures your debts are paid and legal title of your assets is transferred to the appropriate heirs and beneficiaries. If you have a will, the probate process will determine whether the will is authentic and valid. The last will and testament of the person who created it, […]
Probate is the legal process that ensures your debts are paid and legal title of your assets is transferred to the appropriate heirs and beneficiaries. If you have a will, the probate process will determine whether the will is authentic and valid. During the process, an executor will be appointed to administer the estate. […]
Probate is the legal process that ensures your debts are paid and legal title of your assets is transferred to the appropriate heirs and beneficiaries. If you have a will, the probate process will determine whether the will is authentic and valid. During the process, an executor will be appointed to administer the estate. […]
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