We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?
If you really want to help your heirs out, these are some of the best assets to leave them.
Advice for adult children, so their parents in nursing homes and assisted living are safe from scammers.
This is an important question to ask, because the answer could tell you whether you need to worry about estate taxes, beneficiary issues or probate concerns.
Despite its prevalence, dementia remains widely misunderstood. Ignorance of the range of symptoms is a crucial stumbling block.
Many people are under the impression that since they have a trust, they don’t need to do anything else. That’s not true. The trust you created years ago may not be appropriate for you now.
Most family members may not have a clue what we have floating out in cyberspace. Accessing or deleting accounts can be tricky for family members, if they don’t have your login credentials.
Family caregivers cannot do all things all the time. Recognizing when you need outside help is good for you, and also for your loved one.
In coming years, millions of Baby Boomers — those born between 1946 and 1964 — are expected to retire in the U.S. In fact, by some estimates nearly a quarter of this country’s population will be aged 65-or-older within a few decades.
For more than a decade, Brown’s heirs and estate administrators, including Mr. Bauknight and Adele Pope, a former executor, have battled in court over the value of his estate.
4801 South University Drive, Suite 264/265
Davie, Florida 33328
4801 South University Drive, Suite 264/265
Davie, Florida 33328
