Estate Planning: An At-a-Glance Overview
Estate planning, or legacy planning, entails preparing your affairs for the future, including death and other life events. While older adults might give more thought to estate planning, it is…
When Divorce and the Law Can Modify Your Estate Plan
A recent court case points out the importance of making changes to beneficiary designations on financial assets after a divorce. The Supreme Court of New Jersey addressed the ownership of…
Copy of Will Benefitting a Nonrelative Determined Valid
Mississippi’s court of appeals affirms the decision made by the Jackson County Chancery Court regarding the copy of a last will and testament naming a nonrelative beneficiary. In the Matter…
Handwritten Document Was Holographic Will
Elijah Forkner died on June 26, 2020, and was survived by his seven children. Prior to his death, Elijah composed a handwritten document that appeared to give most of Elijah’s…
Deducting Long-Term Care Insurance Premiums in 2025
The population of older adults in the United States has been growing steadily in recent years. According to the U.S. Census, the number of Americans who are age 65 and…
When a Living Trust Must Be Probated
Many clients choose to use a revocable “living” trust as an alternative to a will as their primary estate planning document. A last will and testament is merely written instructions…
IRA Proceeds Are Not Part of Decedent’s Estate for Omitted Spouse’s Claim
IRAs and 401K retirement plans form a large part of many clients’ estates. Special attention must be given to naming the beneficiaries of such plans in a will or trust,…
CAP Releases Report on Project 2025’s Potential Harm to Disabled Individuals
The Center for American Progress (CAP) released an issue brief exposing how the sweeping Project 2025 policy agenda, proposed by the Heritage Foundation, could significantly harm the disability community in…
7 Medicare Changes You’ll See in 2025
Expensive medications? You’ll save thousands. Dementia or mental health care? More options Key takeaways Changes from Inflation Reduction Act will take effect next year. Lower out-of-pocket limit in Part D…
Your Social Security Benefits for 2025: COLA Update
The Social Security Administration (SSA) has officially released its annual cost-of-living adjustment (COLA) figures for 2025. These newly issued numbers will have an impact on monthly Social Security benefits payouts…
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