Estate Planning

On Aug. 16, 2022, the Food and Drug Administration (FDA) published its final rule establishing a new over-the-counter (OTC) hearing aids category.

People with children who cannot support themselves need to think well past their own lifetime and figure out how to provide for children after they are gone.

Property law can be complex and arcane, even for lawyers and judges. The rule against perpetuities is an example of how older property laws can influence how families transfer and inherit property rights.

You spend a lifetime building your business, so it’s crucial to have a game plan when it’s time to leave. Being prepared will help optimize the transition from a financial and tax perspective.

What types of decisions have you and your loved ones made, or avoided making, about planning for the years ahead?

Understanding the different treatment of gifts by the IRS, Medicaid and VA systems can ensure that property passes as expected.

All of these products have helped thousands live an easier, happier, safer and more independent life in the comfort of their own home.

If you anticipate inheriting a 401(k) from a parent, a spouse or someone else, it’s important to know your options for minimizing tax liability.

It may sound like it makes sense, and it might be easier than picking a person (or two) to name, however there are some serious downsides to naming your estate as the beneficiary for your IRA.