Waiver of Spousal Rights

The rights of a surviving spouse to an elective share, intestate share, pretermitted share, homestead, exempt property, family allowance, and preference in appointment as personal representative of an intestate estate or any of those rights, may be waived, wholly or...

Waiver of Spousal Rights

The rights of a surviving spouse to an elective share, intestate share, pretermitted share, homestead, exempt property, family allowance, and preference in appointment as personal representative of an intestate estate or any of those rights, may be waived, wholly or...

A Third of People Have Nothing Saved for Retirement

A third of people (36 percent) in the U.S. have nothing saved for retirement, a new survey shows. In fact, 14 percent of people ages 65 and older have no retirement savings; 26 percent of those 50 to 64; 33 percent, 30 to 49, according to the survey conducted...

Money Smart for Old Adults

Money Smart for Older Adults (MSOA) is an instructor-led training curriculum developed by the Consumer Financial Protection Bureau (CFPB) and the Federal Deposit Insurance Corporation (FDIC). The program raises awareness among older adults and their caregivers on how...

What Is The Federal Estate Tax?

The Federal Estate Tax is a tax on all property you own at your death that exceeds the estate tax credit amount. In 2014 the credit amount is $5,340,000. It is expected to increase every year going forwards in an amount according to the inflation rates. So, if the...