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Many people keep their important documents at home where they are easily accessible. It’s not at all uncommon to find people with a filing cabinet or even a shoe box containing passports, account statements, deeds, tax returns, birth certificates and social security cards. Wills are often added to these files […]
As a child of a senior citizen, you are faced with many choices in helping to care for your parent. You want the very best care for your mother or father, but you also have to take into consideration your personal needs, family obligations and finances. When choosing a caregiver […]
Estate Tax Portability Estate tax portability means that the unused portion of the first-to-die spouse’s estate tax exemption passes to the surviving spouse. The current estate tax exemption is $5.45 million. This means that a married couple’s total estate tax exemption is currently $10.9 million (in 2016). For example, a […]
The loss of a loved one is a difficult time, often made more stressful when one has to handle the affairs of the deceased. This may be a great undertaking or rather minimal work, depending upon the level of estate planning done prior to death. Tasks that have to be […]
Congratulations are in order—you have accumulated enough wealth to be concerned about eventually passing it along to your children and grandchildren in a manner that will encourage them to lead positive and productive lives. Like many, your objective is to allow your children to enjoy the rewards of wealth without […]