by Carol Grant | Apr 5, 2022 | Estate Planning
The idea of leaving a large inheritance to loved ones is a dream for some parents. However, without careful planning, heirs may end up with a large tax bill. When Congress passed the SECURE Act in December 2019, one of the changes was the end of the stretch IRA, as...
by Carol Grant | Mar 14, 2022 | Estate Planning
Kistein Monkhouse, CEO & founder of Patient Orator, a digital startup helping underserved patients close the communication gap with their health care team, says that communications issues between patients and caregiving teams happen often. As a result, it is...
by Carol Grant | Feb 21, 2022 | Estate Planning
Have you considered how to write a letter of instructions for loved ones? A letter of intent is frequently recommended for parents of disabled children to share information for when the parent dies. However, letters of intent or a letter of instruction can also be a...
by Carol Grant | Jan 24, 2022 | Estate Planning
There are three “changes” in your dietary preferences that can signal the onset of dementia, cautions Alzheimer’s Research UK. The (UK) Express’ recent article entitled “Dementia symptoms: Three ‘changes’ in your dietary preferences that...
by Carol Grant | Dec 14, 2021 | Estate Planning
Negotiations in Washington continue to present a series of changing scenarios for estate planning. Until the ink is dry in the Oval Office, taxpayers face an uncertain legislative environment, says a recent article titled “Estate Planning in an Uncertain Time” from...
