Taking the long view of long-term care insurance
The U.S. Department of Health and Human Services reports that roughly 70% of Americans age 65 or over will require some form of long-term care
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The U.S. Department of Health and Human Services reports that roughly 70% of Americans age 65 or over will require some form of long-term care
Time is running out to take advantage of the current federal gift and estate tax exemption ($13.61 million for 2024). Absent action from Congress, the amount
Few estate planning subjects are as misunderstood as probate. Its biggest downside, and the one that grabs the most attention, is the fact that probate
For many people, two common estate planning goals are contributing to a favorite charity and leaving significant assets to your family under favorable tax terms.
A key decision you must make when drafting your estate plan is who to appoint as the executor. In a nutshell, an executor (called a
Legendary singer Aretha Franklin died more than six years ago. However, it wasn’t until last year that a Michigan judge ruled a handwritten document discovered
Tax planning is only a small component of estate planning — and usually not even the most important one for most people. The primary goal
Life insurance can be a powerful estate planning tool. Indeed, it creates an instant source of wealth and liquidity to meet your family’s financial needs
A difficult aspect of planning your estate is taking into account your family members’ needs after your death. Indeed, after you’re gone, events may transpire
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