Thank You For Registration2023-09-29T06:28:54-04:00

5 Rights That a Trust Beneficiary Has

As a trust beneficiary, you may feel you're at the mercy of the trustee. However, depending on the type of trust, beneficiaries may have rights to ensure the trust is properly managed. Trustee vs. Beneficiary A trust is a type [...]

14 Essential Questions to Ask Aging Parents This Holiday

Thanksgiving is a time when many families come together. About 45 percent of adults surveyed said they planned to travel for the holiday, per The Vacationer. With multiple generations gathering around the table, the annual meal presents an opportunity to broach [...]

Baby Boomers: Inheritance Conversations With Your Children

Not talking to your adult children about their inheritance comes at a cost. Do what you can to manage expectations for adult children as they forge their financial plans. Knowing their general inheritance situation can change their decision-making process and [...]

2024 Annual Gift and Estate Tax Exemption Adjustments

With the arrival of the new year, revisions to the annual gift tax and estate tax exclusions will be going into effect, as recently announced by the Internal Revenue Service (IRS). Gift Tax Exemption for 2024 Every calendar year, you can gift [...]

What Is a Power of Attorney?

A power of attorney allows you to appoint an attorney-in-fact or agent, which can be an individual or an institution. Your agent acts in your place for financial or medical purposes if you ever become incapacitated or can't act on your own behalf. The [...]

Should My End-of-Life Care Plan Include a Death Doula?

Death doulas are available for people who are approaching the end of their lives, whether it is because of advanced age or illness. The service these professionals provide can help families and individuals who need additional supportive care. Adding a [...]

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