Trusts and More: How To Avoid Probate - Probate is the term for the legal process in which a will is reviewed to determine whether it's valid and authentic. Probate also refers to the general administering of a deceased person's will or the estate of a deceased person without a will. After an …
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How To Choose an Executor
How To Choose an Executor - When searching for an executor, think about the tasks you'll need that person to perform. In addition to dealing with everything from selling property and paying creditors to bringing lawsuits and reviewing medical records, executors need to know how to distribute assets …
What To Know About Special Needs Trusts
What To Know About Special Needs Trusts - If you need to provide for someone who's physically or mentally disabled or chronically ill but don't want to jeopardize his or her public assistance disability benefits, creating a special needs trust is a popular strategy. Usually, such programs as Social …
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Weave Charity Into Your Estate Plan
Weave Charity Into Your Estate Plan - According to the current rules and regulations, people who are both retired and at least 70 1/2 years old are eligible to donate upwards of $50,000 from their individual retirement accounts to charitable causes. Now, charitable gift annuities offer benefits …
Elder Care for Seniors Without Family
Elder Care for Seniors Without Family - The population of aging seniors without family caregivers is growing. It is estimated that 22% of Americans 65 years and older are in danger of being, or already are, in this situation. Women comprise most of this population. According to a recent report by …
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