No Kids… Who Gets My Estate?
There’s nothing like death and money on the table to make people go a little crazy. No Kids A frequent question from clients is who should be their beneficiaries or contingent beneficiaries if there are no kids or grandkids? In this review of a Reddit thread on r/estateplanning, Jeff Marsocci reviews the advice and comments […]
Charity Minefields in Estate Planning
Charity Giving Giving to charities through gifting and estate planning can provide many rewards, and not just a good feeling knowing you are helping others. There are plenty of tax breaks that can come along with being charitable. However, there are also several minefields that can unintentionally hurt you and your loved ones if the […]
Mom Needs Help… What Do We Do?
Basic Long-Term Care Options While Medicaid and Long Term Care Planning are often focused on preserving money, at least for the families who speak with me. But the overall process has to be about more than just assets and income. Unfortunately, many professionals push those aside and focus only on the money without sufficient emphasis […]