How ABLE Accounts Work for People with Disabilities

May 14, 2019

New rules let some individuals put away more money in these plans, while still preserving their benefits.

What’s Happening with Tom Petty’s Estate?

May 13, 2019

A legal battle between Tom Petty’s widow and his two daughters is reportedly holding back the release of the expanded version of the late-Rock and Roll Hall of Famer’s Wildflowers solo album.

Estate Planning Lesson: Fame Doesn’t Prevent Battles

May 10, 2019

Wicked stepmothers are the stuff of Grimm’s fairy tales. Widowed stepmothers are the root of real-life inheritance wars.

How to Pick the Right Executor of My Will?

May 9, 2019

I want to name a new executor. Who could I name as a backup?

Select the Right Designated Beneficiary, Otherwise, Your Ex Will be Delighted

May 8, 2019

You may be surprised at how easy it is to make an expensive mistake with your beneficiary designations.

A Business Succession Plan is Needed in The Internet Age?

May 7, 2019

Many business owners build their businesses hoping that they will continue to generate income for their heirs, after they pass away. However, businesses often die or lose significant value when the owner dies.

With Title to Real Estate, Some Common Mistakes

May 6, 2019

Unlike personal property, real property–such as real estate or automobiles–is titled to convey ownership.

Passing the Family Vacation Home to the Next Generation?

May 2, 2019

Before gifting a holiday property, an individual or couple (who can gift up to $22.8 million against their lifetime estate-tax exclusion through 2025), should find out whether their children want it.

Why Should I Start a Roth IRA Now?

May 1, 2019

When it’s several decades away, you might categorize saving for retirement as a back-burner concern.

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May 2019