Top Five Estate Planning Mistakes
Everyone should have an estate plan, whether it’s a simple will or a detailed and complex one…
Did Loretta Lynn have an Estate Plan?
Loretta Lynn died at her home in Tennessee. Her family’s statement to CNN read: “Our precious mom,…
How Do Special Needs Trusts Work?
Parents with children who have special needs know they play a pivotal role in their child’s medical,…
What Is the Point of a Trust?
A trust is an agreement made when a person, referred to as the trustor or grantor, gives…
Could Your Estate Plan Be a Disaster?
You may think your estate plan is all set.However, it might not be. If you met with…
Don’t Miss Out on Estate Planning Opportunities
The recent article, “Rooting Out Estate Planning Opportunities,” from Financial Advisor offers a number of frequently missed opportunities in estate planning….
Can Loved One’s Funeral Expenses Be Deducted?
Many people ask if funeral expenses are tax-deductible. The answer depends on who is paying and what…
Can Long-Term Care Insurance Premiums Be Deducted from Taxes?
Many people buy long-term care insurance early, so that they’ll have an easier time paying for the…
The Latest on Actress Anne Heche’s Estate
Twenty-year-old Homer Laffoon asked for a bond of $800,000 as part of his ‘ex-parte application’ with the…
Is Spouse Automatically Your Beneficiary?
People make a grave error when they don’t have a will because they think their surviving spouse…