Estate and Elder Law Information Center
How To Create A Business Succession Plan - There is an unbelievable number of companies across a wide array of industries, which may lead you to believe that the creation of a succession plan must be a unique and one-off process. For instance, family businesses in particular carry distinctive …
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Great Wealth And The Next Generation - If you're thinking of transferring assets to your children, grandchildren and distant descendants, you may want to consider using a grantor retained annuity trust (GRAT) or an intentionally defective grantor trust (IDGT). Both estate planning tools can be used …
You're a Trust Beneficiary: What's Next? - As a trust beneficiary, you have certain rights. However, trusts can take many forms and may be governed by unique provisions established by the creator of the trust or grantor, so details will vary. First, if you are a beneficiary, it's important to …
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4 Tips for Planning for Your Post-Retirement Future - With age, the focus often turns from planning for the purchase of a bigger home to planning to have enough income to live well after retirement. Many factors contribute to this calculation, but following are four common considerations: Do I …
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Key Social Security Changes for New Year - According to the Social Security Administration, approximately 70 million Americans will see an 8.7% increase in their Social Security benefits and Supplemental Security Income (SSI) payments in 2023. On average, according to the SSA, Social Security …
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