Many people, especially seniors, see joint ownership of investment and bank accounts as a cheap and easy way to avoid
Read moreAuthor: Daniel N. Steven
How 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 moreDigital Assets Raise Estate Planning Questions
More and more, we are conducting our business on the Internet, whether that’s online banking, shopping at Amazon and other
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 moreHow to Make Changes to Your Will
As life circumstances change (births, marriages, divorces, and deaths), it may become necessary to make changes to your will. If
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