Nov 7, 2014 | Estate Planning
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...
Nov 7, 2014 | Estate Planning
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...
Sep 4, 2014 | Buying A Home, Estate Planning, News
Mortgage-burning parties in the U.S. may be going the way of home milk deliveries and polyester leisure suits. A growing number of homeowners are reaching retirement age still owing money on their houses. The share of Americans 65 and older with mortgage debt rose to...
Sep 3, 2014 | Estate Planning, News
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...
Aug 28, 2014 | Estate Planning, Events
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...
Aug 27, 2014 | Estate Planning, FAQs, Probate Administration
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...
