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How Bad Will My IRA Withdrawal Tax Bills Be?

The amount of taxes paid on withdrawals from IRA accounts depends on a number of different factors. Mapping this out in advance, will let you plan a retirement budget with fewer tax surprises. Your tax liability on IRA and other…

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Preparing for Alzheimer’s and Diminished Mental Capacity

The early stages of Alzheimer’s can be difficult to negotiate for family members. What happens when a parent with a diagnosis of Alzheimer’s decides she wants to sell the family home, without having any discussion with other family members or…

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Inheritance Process is Taking Longer Because of Taxes

Each state has its own laws about estate taxes and inheritance taxes. If you’re waiting on an inheritance and you’re not the executor, it can be more frustrating when you don’t know what’s taking so long. The question is asked…

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smart personal assistant

Smart Personal Assistant Revolution Moving Forward

The smart personal assistant revolution is moving forward at a breakneck pace. It took approximately 30 years for the cellular telephone to begin outnumbering people on the planet, but smart personal assistants are projected to outnumber humans in half of…

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When Was the Last Time Your Estate Plan Was Reviewed?

If you don’t remember the last time that your estate plan and related documents were reviewed, that’s a clear signal that you should put this task on your to-do list and on your estate planning attorney’s appointment calendar. Reviewing an…

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How Does a Real Estate Trust Work?

Most people purchase their homes without thinking about a trust. However, this option can provide some benefits to the owner and their family. By putting the property in a trust, your successor becomes the trustee. For older individuals buying homes,…

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Veterans Affairs

Innovation at the V.A.

The Department of Veterans Affairs (VA) has become an unlikely and innovative pioneer in the quest to provide cost-effective, quality in-home care for veterans. Although the agency has long been mired in controversies surrounding its programs, particularly arbitrary caregiver dismissals,…

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Is There a Pre-Nup in Travis Scott’s “Kardashian” Future?

Members of the Kardashian clan are excellent business people—something that’s often forgotten in the focus on their elaborate lifestyles. Kylie’s no exception, worth nearly a billion dollars, according to Forbes. One of the questions around the Super Bowl was not…

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Foreign Assets and Estate Planning

As more people call themselves “citizens of the world,” there are an increasing number of Americans with assets in other countries. This makes estate planning a bit more complex. Structuring how assets are owned in foreign countries needs to be…

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Top Five Estate Plan Epic Fails

The problem with mistakes to an estate plan, is that many are irreversible and cannot be fixed. Those that can be fixed are often expensive. It is best to do it right the first time. Many of the top reasons…

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