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Tax Planning in Your Retirement Planning
Assuming you have income in retirement, you will be subject to at least some income taxes in your golden years.
How Can I Move On after a Loved One Dies?
Even as you work through your grief, there are some important financial tasks to take care of along the way. Here is a framework to use as a starting point.
Ozzy Osbourne and Sharon Osbourne Have an Estate Plan
Ozzy Osbourne and Sharon Osbourne plan to pass on their significant fortune to future generations of their family.
Estate Planning Is For Everyone
The most common misconception estate planning attorneys hear, is that someone doesn’t need an estate plan because their client isn’t elderly or on death’s door.
C19 UPDATE: If You Have Not Yet Named Someone with Medical Power of Attorney, Do It Now
In these uncertain times, it’s more important than ever to have your legal, financial and medical ducks in a row. Sadly, when serious illness strikes it is usually quite rapid and often unexpected. In these times, however, we do have forewarning that we are all at risk of contracting COVID-19, the coronavirus.
Does My Mom Have to Pay My Dad’s Credit Card Debt after He Dies?
My father recently passed away and we discovered he had a large credit card debt on a card in his name. My mother wasn’t aware of it. All assets are in both of their names. Is my mother liable for the credit card debt?
Financial Elder Abuse Is Growing
A suspicious email, a strange phone call from an unknown number, an overzealous financial adviser, a close family member: what’s the connection between all these people and things? It’s financial elder abuse.
The Latest on Kirk Douglas’ Estate
Old Hollywood didn’t pay stars well by modern standards, but Kirk had the wisdom to own his most iconic films and pour the profit into property. Soon philanthropy will force tough choices. The death of any giant produces shockwaves. Where Kirk Douglas is concerned, those ripples reveal how much the entertainment landscape changed in his lifetime and how much the numbers have grown.
How Bad Can a Do-It-Yourself Estate Plan Be? Very!
One Justice from the Florida Supreme Court commented that the expensive litigation far outweighed any savings resulting from the pre-printed form.
What are Walt Disney’s Heirs Worth?
The Walt Disney Company has come a long way since it was founded by brothers Walt and Roy O. Disney nearly a century ago. What began as a cartoon studio is now a media powerhouse, complete with amusement parks and properties.