Showing posts with label estate planning. Show all posts
Showing posts with label estate planning. Show all posts
Monday, May 5, 2025

Aging in Place Planning: Groundbreaking Study- Take Charge of Your Cognitive Health with Simple Lifestyle Changes

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As we age, the risk of stroke, dementia, and late-life depression threaten our independence, decision-making, and financial health. The cons...
Sunday, October 13, 2024

Violence as a Consequence of an Estate Plan- Can Planning/Drafting Help? A Simple Provision in a Deceased Mother's Will Sparks a Son's Shotgun Rampage Causing the Death of Four

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You can press play on the video, but if you would rather watch the video in a separate tab/window (recommended) click the link below: https:...
Thursday, November 16, 2023

Looking Ahead to 2026- Estate Tax Exemption Sunset and Current Planning Opportunities

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The estate and gift tax exemption amounts will decrease at the end of 2025. Decreasing the exemption amounts is tantamount to an increase in...
Monday, September 20, 2021

Liberal Magazine Fires Shot Across the Bow of Cruise Ship Roth IRA

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A Roth IRA is an individual retirement account (IRA) that allows qualified withdrawals on a tax-free basis provided certain conditions are s...
Monday, June 21, 2021

Coordinating Business and Estate Planning Documents: The Not-so-happy Lesson from TV Painter Bob Ross

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Celebrity estates often serve as object lessons of how, and how not to, design estate and business plans.  The estate of Bing Crosby is wide...
Friday, May 14, 2021

Inflation Indexed Annuities in Aging in Place Planning

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Illustration 217469610 © Adonis1969 | Dreamstime.com Rarely do articles on this blog deal with specific investment options.  Recently, howev...
Tuesday, February 16, 2021

Larry King's 2019 "Hand-written" Will Omits Wife and Splits His $50M Estate Among His Children

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Celebrity estates create interest in estate planning, and are often object lessons in either poor or exceptional estate planning. The estate...
Wednesday, February 12, 2020

Rising Gray Divorce Rate Complicating Planning

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The rise in “gray divorce,” or split-ups among couples over the age of 50, is causing an increase in family conflicts and complicating fi...
Thursday, December 5, 2019

Irrevocable Trust Fails to Protect Assets from Availability for Medicaid

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"Comfort clauses" in an irrevocable trust are dangerous, and can undermine the objectives of the trust .  A New York appeals court...
Monday, May 13, 2019

Family Conflict is Biggest Threat to Your Estate Plan

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For the second consecutive year, family conflict is considered by professionals as the leading threat to estate planning. The three great...
Friday, December 28, 2018

Guardianship Reform Helps, but Planning Shouldn't Wait

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Pennsylvania has implemented a Guardianship Tracking System (GTS), a new web-based system for guardians, court staff, Orphans’ Court cler...