The general principles of estate planning are the same in every U.S. state, but each state has different tax laws and different regulations affecting wills and powers of attorney.
The built-up equity in your home is an important factor in both retirement and estate planning. Do you envision your heirs wanting to someday occupy that home? If so, learn ways to use your home equity now to help in your own retirement planning, still preserving the home for heirs.
“Planning before death can address many of the issues that arise after a parent dies,” Barbara Weltman observes in Investopedia. While sibling rivalry can lead to lengthy and expensive legal actions, Weltman adds, forethought by the parents - along with proper legal...
When a spouse dies, their Social Security benefits may become available to their current - or former - marital partner, Dana Anspack of thebalance.com explains, adding that spousal benefits can be available to: widowed spouses ex-spouses current spouses How does the...
Clients can stop freaking out about having enough money in retirement, Craig Israelsen assures readers of Financial Planning. At Geyer Legal Group, PC, we were happy to learn of Israelsen’s positive investment prognosis. While we’re estate planning and elder law...
