» Charitable Giving

Retirement Accounts Limit Time for Heirs to Make Decisions

Beneficiaries of retirement accounts face big decisions and limited time. Inheriting spouse has many options and limited time to decide as recently discussed by Market Watch in “Inheriting a retirement account? Lump sum payouts can be costly.” Th… Read More
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Thieves Targeting the Elderly

Millions of elderly people in the U.S. live alone and many of them suffer from loneliness and diminished capacity. That makes them vulnerable to thieves. Criminals like to pick the easiest targets that they can find. For many thieves that means they… Read More
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New Profession Helps Seniors Move

Moving from a home that you have lived in for decades can be a daunting task, especially when you have to sort through a lifetime’s worth of stuff—not all of which will fit into your new home. Senior move managers specialize in making such moves… Read More
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What to Leave to Your Family

Throughout your life, you have most likely accumulated many different types of assets. When planning your estate, it is useful to know which of those assets you should leave to your family members. Estate planning is not just about deciding how much… Read More
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Waiting for the Tesla Model 3?

If you are currently on the waiting list for the Tesla Model 3, what happens if you pass away before getting the vehicle? The announcement of the Tesla Model 3 generated enough buzz that more than 300,000 people paid $1,000 dollars each to be on a wa… Read More
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You Are Never Too Old to Donate Organs

As many people enter their retirement years, they begin to think about the legacy they will leave. People often use estate plans as a vehicle to create their legacies, but they might be overlooking something else that they can do. It is almost a univ… Read More
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Estates with Valuable Art Works Can Face Problems with IRS

Artwork valued over $50,000 can create an unexpected estate tax bill. Because appraisals on expensive artwork can vary estates can face some difficult issues with the IRS as Barron's discusses in "How Art Can Blow Apart Your Estate," c… Read More
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Things Prince Can Teach You about Estate Planning

You have probably heard that Prince died without a will. There are important things about estate planning that you can learn from that. Despite a net worth of millions of dollars the musician Prince never had a will drafted or any other form of estat… Read More
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Joan Rivers' Estate Sale

Collectors are eager to bid on a collection of valuable items that will go up for auction at a sale of Joan Rivers' estate in June. Joan Rivers never kept it a secret that she loved luxurious things and was an avid collector of fine items. Follo… Read More
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The Greatest of All Time's Estate

Boxing legend Muhammad Ali recently passed away. The details of his estate plan are not yet known, but he left behind a large estate and family. With the passing of Muhammad Ali, a true sports icon has left the scene. At this early stage it is not ye… Read More
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