by Carol Grant | May 16, 2022 | Estate Planning
COVID-19 has created unprecedented burdens for caregivers. This is especially true for those in the “Sandwich Generation” who live in multigenerational households with their older parents and their own children. A record 41 million Americans are serving as caregivers...
by Carol Grant | May 9, 2022 | Estate Planning
When it comes to drafting a will and other estate planning documents, note that you probably should revisit them many times before they actually are needed, advises, CNBC’s recent article entitled “Be sure to keep your will or estate plan updated. Here are 3 key...
by Carol Grant | Apr 6, 2022 | Estate Planning
New best friends and unusual transactions could be signs of elder financial abuse, which extends far beyond the robocalls purporting to be from the Social Security Administration or the IRS. The majority of elder financial abuse cases reported to agencies involve...
by Carol Grant | Apr 5, 2022 | Estate Planning
The idea of leaving a large inheritance to loved ones is a dream for some parents. However, without careful planning, heirs may end up with a large tax bill. When Congress passed the SECURE Act in December 2019, one of the changes was the end of the stretch IRA, as...
by Carol Grant | Apr 4, 2022 | Estate Planning
In first marriages, working together to raise children can solidify a marriage. However, in a second marriage, the adult children are in a different position altogether. If important estate planning issues are not addressed, the relationship between the siblings and...
