What is the Right Age to Inherit?
January 16, 2025
The older I get, the older I think someone should be before they are mature enough to handle money. I used to say 25 was the right age. Now it’s 30 to 35.
Downs Law Firm, P.C.
Inheritance
What Are Life Estate Deeds?
September 13, 2023
As life estate deed with reserved powers grow in popularity, it is important to discuss and understand the benefits and limitations of these deeds.
Should You Put Your Child on Your Deed?
July 5, 2023
If a child you’ve added to your deed goes through a divorce, has tax issues, is sued by someone, or must declare bankruptcy, your house could be on the chopping block!
119 Heirs Share $11 Million Unclaimed Property
January 23, 2023
It turns out it’s not just in the movies that you can get a huge inheritance from that uncle you never knew about.
What are the Advantages of a Testamentary Trust?
August 18, 2021
This legal document can also be beneficial in many situations, such as if you want to leave an inheritance to someone but aren’t sure they will use the gift wisely.
Some Common Estate Planning Scams
July 8, 2021
The Wealth Advisor’s recent article entitled “Beware of These Common Estate Planning Scams” advises you to avoid these common estate planning scams. Cold Calls Offering to Prepare Estate Plans. Scammers call and email purporting to be long lost relatives who’ve had their wallets stolen and are stranded in a foreign country. Seniors fall prey to…
What Will Be Your Legacy?
December 7, 2020
Your legacy is what you leave behind: What people will remember about you and receive from your life? Legacy planning is about fostering your relationships and passing on what is most important to you for your loved ones.
Can an Inheritance Lead to Trouble for Marriages?
October 22, 2020
Most states recognize inheritances as separate property, and many experts say keeping them separate is often the best approach.
Do I Have to Accept an Inheritance?
October 2, 2020
No one has to accept inherited assets. Inherited assets can be disclaimed.
Inherited IRAs Require Careful Handling
August 27, 2020
One wrong decision can lead to expensive consequences, and good luck trying to persuade the IRS to give you a do-over.
Categories
- Able Account
- Administration
- Advanced Directive
- Aging Life care manager
- Aging Parent
- Alzheimer's
- Annuities
- Artificial Intelligence
- Asset Protection
- Asset Protection Trust
- Assets
- Assisted Living
- Augmented Estate
- Beneficiary Designations
- Business succession planning
- Buy Sell Agreement
- Caregiving
- Caretaker
- Cash from Insurance
- Charitable Giving
- Common Pot Trust
- Continuing Care Community
- Coronavirus
- Covid
- Covid
- Creditor Claims
- debts and claims
- Dementia
- Digital Assets
- Disinheritance
- Divorce
- Domestic Partners
- Elder Law Attorney
- Estate Planning
- Estate Tax
- Executor
- Family Fights
- Family Meeting
- Funeral
- Gifting
- Grandparent
- Guadianship
- Guardian
- Healthcare Power of Attorney
- Homeschooling
- Hospice
- Housemate
- Incapacity Planning
- Incentive trust
- Income Taxes
- Inheritance
- Inheritance tax
- Intellectual Property
- Intestate
- joint ownership
- Lack of Capacity
- Legacy Planning
- Life Estate Deed
- Life Insurance
- Limited Liability Company
- Living Trust
- Living Will
- Long terrm care planning
- Medicaid
- Medicaid Asset Protection Trust
- Name Image and Likeness NIL
- News
- Nursing home
- Nursing Home Care
- Pandemic
- Pet Trust
- Pets
- Prenuptial
- Prenuptial Agreement
- Probate
- Probate
- Procrastination
- Property Power of Attorney
- Quality of Life
- Retirement
- Retirement Plans
- Roth IRAs
- Scams
- Social Security
- Social Security
- Special Needs
- Special Needs Trusts
- Spendthrift Trust
- Step-Up Basis
- Stretch IRA
- Substance Abuse
- Tangible assets
- Taxes
- Tenants in Common
- Testamentary Trust
- Time Management
- Timeshare
- Title transfers
- Trustee
- Trusts
- Uncategorized
- Unclaimed property
- Vacation home
- Vaccinne
- Will
Tags
401(k) (14)
Asset Protection (32)
Assets; (18)
Beneficiaries (19)
Beneficiary (15)
Beneficiary designations (23)
Caregiving (16)
Dementia (20)
Digital Assets (11)
Disability (12)
Durable Power of Attorney (17)
Elder Care (28)
Elder Law Attorney; (37)
Estate Plan (21)
Estate Planning (28)
Estate Planning Attorney; (100)
Estate Planning Lawyer (73)
Estate Tax (13)
Executor (42)
Financial Planning (15)
Guardian (16)
Guardianship (26)
Health Care Power of Attorney (13)
Heirs (17)
Inheritance (71)
Intestacy (18)
IRA (14)
Last Will and Testament (24)
Life Insurance (22)
Living Will (29)
Medicaid (23)
Personal Representative (11)
Power of Attorney (58)
Probate (41)
Probate Attorney (33)
Probate Court (36)
Retirement (13)
Senior Health (13)
Social Security (24)
Tax Planning (14)
Trust (27)
Trustee; (26)
Trusts (27)
Will (43)
Wills (48)
