A very popular option for a parent with children is called the "Give It Twice" trust. This is a trust funded when the surviving parent passes away. Part of the estate is transferred outright to... More
What tips can you recommend for making a bathroom safer? My 78-year-old mother has mobility problems and fell getting out of the bathtub last month. I would like to modify her bathroom with some... More
The Internal Revenue Service (IRS) reports that it has made over 100 million Economic Impact Payments (EIPs), as required by the Consolidated Appropriations Act of 2021. On December 30, 2020, the IRS... More
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For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.