Estate planning can extend to your non-human family members too.
Posts Tagged: Hawaii
Year-End Giving: What, How, And Why
Donors give — and give more — when they are confident that their gifts will make a real difference.
Handling The Assets Of Your Elderly Loved One
Millions of Americans are managing money or property for a loved one who is unable to pay bills or make financial decisions. This can be overwhelming. But it’s also a great opportunity to help someone you care about, and protect them from scams and fraud.
What is a trust?
Trusts are tools that help you accomplish your objectives.
Sudden Wealth Needs Protection
Sudden wealth can be a life-changing experience that can improve your life and the lives of those around you, but only if you keep it. Those with more assets are bigger targets for lawsuits. Don’t let your sudden wealth suddenly get stripped from you. Protect your assets before you get the windfall and you will sleep a little easier knowing your assets are better shielded.
Shutting Down a Trust
Trusts are powerful tools that can give rise to important benefits. But not everybody needs one.
Medicare And “Marketplace Plans” – What’s The Deal?
Seniors and disabled individuals enrolled in Medicare Part A–which covers hospitalization and limited nursing home care and is free for most beneficiaries–do not need to buy a marketplace plan, because they are already meeting the insurance requirements.
Secret Money for Senior Veterans
There are some little-known benefits available to senior Veterans.
Be Aware Of State Death Taxes
Most of us don’t have to worry about the federal estate tax, but remember that your state, or any state where you own real property, could still hit your heirs with a hefty death tax.
Your Will and Your RLT are NOT the Final Word on Your IRA
The only time your Will would control who gets your IRA is if your estate is the beneficiary. You should think twice before naming your estate as the beneficiary of your IRA.