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...
by Carol Grant | Mar 14, 2022 | Estate Planning
Kistein Monkhouse, CEO & founder of Patient Orator, a digital startup helping underserved patients close the communication gap with their health care team, says that communications issues between patients and caregiving teams happen often. As a result, it is...
by Carol Grant | Mar 7, 2022 | Estate Planning
Estate planning documents, including wills, trusts, power of attorney and related documents, are designed to reflect life, which inevitably includes a steady stream of changes. Tax laws change, as do families and relationships. When Should I Update My Estate Plan? A...
by Carol Grant | Feb 21, 2022 | Estate Planning
Have you considered how to write a letter of instructions for loved ones? A letter of intent is frequently recommended for parents of disabled children to share information for when the parent dies. However, letters of intent or a letter of instruction can also be a...
