Resolve to get your estate plan and finance in order for the new year. Since the gym is crowded right now, call us to schedule an appointment – we’d be glad to help!
When the rapper Coolio died in September, he joined a group of notables that includes Prince, Howard Hughes and Pablo Picasso—all of whom died without specifying who should inherit their money and estate.
I am not exaggerating when I say I really love what I do.
Remember to make adjustments to your withholding if you contribute to a 401(k).
From contentious relatives to scam artists, wills are not immune to the threat of a contest. If you have an inkling such a fight could be in your estate’s future, here are some ways to limit the risk.
Now is certainly not the best time to lock in a 30-year mortgage, but it may be time to lock in a guaranteed savings rate.
The transfer of real estate to a family member by gift means they take your tax basis in the property which can lead to a big capital gains tax liability later for the person receiving the property.
All of a sudden we find ourselves to be the “elder” generation – the house where people come to celebrate holidays.
Sometimes we get asked our opinion about do-it-yourself documents, the kind you can buy at an office supply store or online and fill them out yourself. Here’s our answer. They might suit your purpose just fine, but they might not. The problem is, no one will know how well your documents work until it’s too late.
When your loved one is in a nursing home receiving rehab, and is unable to return home, you are in an excellent position to ensure your loved one can stay in the facility, even if the facility states they are not accepting Medicaid patients, or they don’t have a long term bed, or you don’t have enough financial resources to stay. Medicaid discrimination is illegal.
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Legal and fiduciary services offered through Robyn Smith Ellis PLC. Investment advice offered through Ellis Financial Group LLC, A Registered Investment Advisor in the Commonwealth of Virginia. Insurance products offered through Ellis Insurance Services LLC.
