What Did a CA Couple’s Grandkids Say That Led to a $750-mil Donation?
A substantial donation followed the events described by Stewart Resnick. He saw that, after some unusual winter weather in...
Author: Editorial
Managing an Aging Parent’s Financial and Legal Life
As parents age, it becomes more important for their children or another trusted adult to start helping them with their...
Should I Move All My IRAs to a Roth?
Medical expenses-often more a factor for retirees-can be taken as an itemized deduction, if you have taxable income to count...
‘Aging in Place’ Presents Several Issues that Require Preparation
If aging in place is your goal, then long-term planning needs to be considered, including how the house will function as you...
What Documents Are Part of My Estate Planning “Must Have’s”?
Many people think that having an estate plan just means drafting a will or a trust. However, there's much more to include in...
Does a Beneficiary of an Estate Need to Live in the U.S. to Inherit?
When a person dies without a will, who inherits and receives a distribution of his or her estate assets is governed by the...
Trusts: How Does it Work in My Estate Plan and Which Type is Best?
A trust can be a useful tool for passing on assets, allowing them to be held by a responsible trustee for beneficiaries....
In This World Nothing is Certain but Death and Taxes
No one actually enjoys paying taxes, and few of us really want to think about our own death, but both require advance...
How to Help Your Elderly Parent Without Ruining Your Relationship
If you have elderly parents, you might have to step in at some point and provide caregiving services. Whether that concept...
Can a Transaction Occur if One Spouse is Incapacitated?
An elderly married couple wished to sell their home, but they had a big problem. The notary public refused to notarize the...