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Wills Are Not Just About Transferring Assets

Wills Are Not Just About Transferring Assets

57% of U.S. adults do not have a Last Will & Testament (a “Will”), according to Care.com’s estate planning survey. The survey found that participants were more likely or less likely to have a Will depending on issues such as…

A Guide to Understanding Tax on Generation-Skipping Transfers

A Guide to Understanding Tax on Generation-Skipping Transfers

In the US, generation-skipping transfer (GST) is the US government’s tax on transfers of property that skip a generation. Its primary design is to prevent wealthier individuals from avoiding estate and gift taxes by transferring large amounts of assets to…

Taking Vacation Homes Into Consideration When Estate Planning

Taking Vacation Homes Into Consideration When Estate Planning

The time spent in a family vacation home is very enjoyable for many families. This kind of property is meant to be shared with family and friends, and often there is a desire to keep ownership within the family for…

The Estate Planning Process for Surviving Spouses

The Estate Planning Process for Surviving Spouses

In the wake of the loss of a spouse or long-term partner, it can be difficult to think of anything other than your grieving. However, it is crucial to understand there are important and timely decisions you need to make…

How the Probate Process Works

How the Probate Process Works

Despite its negative reputation, probate can sometimes be avoided or minimized with thoughtful estate planning. In reality, most heirs will have to navigate the probate process to some degree after losing a loved one. Understanding what probate is in conjunction…

An Overview of Estate Planning and How Life Insurance Plays a Role

An Overview of Estate Planning and How Life Insurance Plays a Role

When it comes to distributing your assets in your estate plan, life insurance may not seem relevant at first glance. However, life insurance can be an integral, indispensably important part of a well-thought-out estate plan. There are numerous other benefits…

Appeal Rights for Medicare Recipients

Appeal Rights for Medicare Recipients

An appeals court recently ruled that some Medicare beneficiaries may now appeal decisions regarding their patient status. The Underlying Issue When Medicare patients go to a hospital, they often enter through the emergency department. The physician who attends to them…

A Guide to Being Appointed as a Guardian of Property

A Guide to Being Appointed as a Guardian of Property

Martin, your grandfather, cannot make decisions on his own anymore. A court appoints you to be Martin’s guardian of property, to help Martin manage his money. You become Martin’s “fiduciary.” The law now requires you to act to a high…

How to Take Care of Your Elderly Parents

How to Take Care of Your Elderly Parents

There is nothing you can do about aging, and it affects everyone in your family. It can be challenging for adult children to imagine their parents as seniors and to understand and respond to the reality that each parent will…

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