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Can I Keep a Loved One’s Inheritance From Their Spouse?

I plan to leave most of my estate to my niece, but I do not want her estranged husband to be able to get his hands on any of the money. They are not getting divorced ‘because of the child.’ What is the most economical way to do this? They live in Missouri and may be moving to South Carolina. I am a New Jersey resident.

Posted on: September 17, 2019

Why You Might Want a Charitable Lead Annuity Trust in Your Estate Plan

The taxpayer who is setting up the CLAT at the heart of the new IRS letter ruling plans to create a revocable trust.

Posted on: September 16, 2019

Get the Facts About Dementia Care

The Alzheimer’s Association created practice recommendations for nursing homes and assisted living facilities that offer dementia care for residents.

Posted on: September 13, 2019

Where Should I Keep My Estate Plan?

Congratulations, you have finally signed your estate planning documents. Now, where do you keep them?

Posted on: September 12, 2019

Succession Planning For Business Owners

A solid estate plan should include your will, a power of attorney and a trust. All of these components provide asset protection for your business while you’re alive and after your death.

Posted on: September 11, 2019

What Changes Will Be Made to Social Security This Year?

Here are five Social Security changes for 2020 that could impact your monthly take-home income.

Posted on: September 10, 2019

The Conversation with Your Doctor, Estate Planning Lawyer and Family Members

The best way to ensure that they know and understand your wishes, is to take a copy of your advanced healthcare directive or living will with you to your next check up and talk to your physician about it, then ask them to keep the copy on file.

Posted on: September 9, 2019

How Will Baby Boomers Handle “Long-Term Caregiving?

Nine in 10 baby boomers, who expect to be caregivers, say they are willing to make significant lifestyle changes in order to care for a family member or loved one, the Bankers Life Center for a Secure Retirement reported Thursday.

Posted on: September 6, 2019

Can You Protect Your Home If You Need Medicaid?

If you are single or are a widow or widower and will likely never return home after moving into a Medicaid certified nursing home, the house can be sold, and planning might be done with the proceeds of the sale.

Posted on: September 5, 2019

What Happens when Both Spouses Die at the Same Time?

Sometimes the persons involved either die simultaneously, i.e., too close in time to determine clearly who survived the other or die very close in time to each other.

Posted on: September 4, 2019