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An Instagram influencer walks in with $1,000,000 in cash from endorsements. She doesn’t know what she should be doing with her money, but her CPA said “you should talk to a financial advisor.” So she did, but only after a year of phone tag and rescheduled appointments.
Being appointed guardian of a loved one is a serious responsibility. As guardian, you are in charge of your loved one's well-being and you have a duty to act in his or her best interest.
We’ve known for a long time that, on average, women live longer than men. But it might surprise you just how much longer we tend to live, how likely we are to reach age 100, and how unlikely we are to be financially secure throughout all that time.
Many types of property and investments pass outside of probate and allow you to designate who will receive them after your death. It is important that these designations are kept up to date and are consistent with the rest of your estate plan...
When Congress passed the Achieving a Better Life Experience (ABLE) Act in 2014, it was a game-changer for families with special needs. For the first time there was a tax-advantaged way to put money aside for dependents with disabilities without compromising their eligibility for government benefits. And, unlike a special needs trust, an ABLE account can be managed and controlled by the beneficiary.