Estate and Elder Law Information Center
Trusts: Your Best Bet for Confidentiality - One of the first questions many people ask when they start planning for the ultimate distribution of their assets is whether to use a will, a living trust or a combination of both. There are sound reasons for choosing any of those solutions. If you do …
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Can Your Financial Plan Handle Volatility? - When financial markets hand you a lemon, it’s a chance to make lemonade in your estate plan. If stocks and bonds hit a turbulent patch, one philosophy says to patiently sit out the bumps and hang on until we reach the other side. While that may be a …
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Tighten Your Belt When Fed Tightens Rates - A yield curve shows a snapshot relationship between yield to maturity and time to maturity for a given bond or fixed income security. Imagine a simple graph with an x and a y axis. The time to maturity (such as using 10-year or 2-year Treasuries) lies on …
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Estate Planning Points To Focus On - When making long-term estate plans, you'll find it helpful to take it one step at a time. A good way to start is by asking yourself some questions: Is my current estate plan structured efficiently to minimize family effort and expense, or even controversy, …
What To Know About Health Care Credits - A premium tax credit is designed to lower the total cost of health insurance plans that are already relatively expensive in the United States. You can either apply the premium tax credit on a monthly basis to your insurance bill or choose to receive your …
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