Inheriting a house with siblings can be a blessing or a curse, depending on your family situation and how you handle it. Read more
estate planning
Life insurance can be the ideal way to protect both yourself and those you care about. However, individual insurance companies can put age-related restrictions on life insurance policies. Read more
This sunsetting creates a big imperative for business owners to take a closer look at tax planning, and not treat a grim fiscal inevitability like another unfortunate surprise. Read more
If you haven’t properly accounted for these things, your heirs may not be able to access these assets when you’re gone. Read more
The heirs of an estate can be liable to pay the estate or income taxes (and perhaps other obligations) of the estate. Read more
The Centers for Medicare & Medicaid Services (CMS) is releasing new details about how people can get drugs that may slow the progression of Alzheimer’s disease covered by Medicare. Read more
The wealthiest taxpayers have many tools at their disposal to pay less to Uncle Sam. Some tactics, like donating to charity via trusts, might seem far-fetched but are perfectly legal. Read more
If a child you’ve added to your deed goes through a divorce, has tax issues, is sued by someone, or must declare bankruptcy, your house could be on the chopping block! Read more
If having assets distributed outright to a beneficiary could cause potential problems, there are several reasons to think about creating a trust. Read more
