by Christine | Jun 2, 2015 | Asset Protection, Elder Law, Estate Planning, Estate Tax, Estates, LIfe Insurance, Living Trust, Probate, Tax Planning, Trusts, Wills |
"If you are looking at Baby Boomers, they are looking at what their cash flow will be in retirement," says Carol Kroch, managing director, wealth and philanthropic planning at Wilmington Trust in Wilmington, Del. "Can they do the things they want to do?...
by Christine | May 29, 2015 | Estate Planning, Estates, Guardianships, Inheritance, Living Trust, Trusts, Wills |
When Twisted Sister drummer AJ Pero died on March 20, it caught his fans and bandmates by surprise — and Pero’s own lack of estate planning has reportedly thrown his family into chaos as well. Dee Snider stated in an article on the website ultimateclassicrock.com “not...
by Christine | May 28, 2015 | Asset Protection, Estate Planning, Estate Tax, Estates, Inheritance, Living Trust, Probate, Tax Planning, Trusts, Wills |
Make it a point to learn about the factors and areas that must be addressed in estate planning in order to maximize, protect and preserve your legacy the absolute best way. You don’t have to be ultra-wealthy to have an estate plan. The Kokomo Perspective’s May...
by Christine | May 27, 2015 | Asset Protection, Elder Law, Estate Planning, Estates, Living Trust, Trusts, Wills |
Coming together at 50-plus is different from getting married in your 20s, particularly when it comes to money. "You've had a lifetime of solidifying your money beliefs" and behaviors, says Janet Stanzak, president of the Financial Planning Association....
by Christine | May 25, 2015 | Estate Planning, Estate Tax, Estates, Inheritance, Living Trust, Probate, Tax Planning, Trusts, Wills |
The House voted last week to repeal the estate tax, a longtime priority of Republicans that also spurred Democratic charges that the GOP is in the pockets of the rich. The 240-179 vote broke down largely on partisan lines, with seven Democrats voting to repeal the...
by Christine | May 19, 2015 | Advanced Health Care Directive, Conservatorships, Elder Law, Estate Planning, Estates, Guardianships, Living Trust, Power of Attorney, Probate, Trusts, Wills |
"A lot of people think this is just about elderly parents, but it's a big issue for people with adult children away at school or on their own as an unmarried adult," said Carnick, president of Carnick & Kubik Personal Wealth Advisors. "Who's...
