If you are lucky enough to own a vacation home, then you need to figure out what will happen to
Read moreAuthor: Daniel N. Steven
Six Things to Consider Before Making Gifts to Grandchildren
Grandparents often are particularly generous to grandchildren as they see their family’s legacy continuing on to a new generation. In
Read moreThree Reasons Why Joint Accounts May Be a Poor Estate Plan
Many people, especially seniors, see joint ownership of investment and bank accounts as a cheap and easy way to avoid
Read moreHow to Protect an IRA From Heirs’ Creditors
When a person declares bankruptcy, an individual retirement account (IRA) is one of the assets that is beyond the reach
Read more5 Questions To Ask Before Making Gifts for Tax Planning or Medicaid
Many seniors consider transferring assets for estate and long-term care planning purposes, or just to help out children and grandchildren.
Read more