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We need to keep the lines of communication with our clients open so that we can anticipate and help them navigate issues that ...
The most valuable part of your inheritance might not be money, but the plan behind it. Here's how wealthy families can pass ...
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SmartAsset on MSNCan a Nursing Home Seize Our $450k IRA and Home if We Need Long-Term Care?A nursing home cannot take your savings, home or other assets. Aside from a general ability to sue you for unpaid bills, nursing homes have no right or ability to simply seize what is yours. That said ...
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The Monterey County Herald on MSNLiza Horvath, Senior Advocate: Will my husband cut out my beneficiaries?If your trust is set up so that when one of you dies, the trust continues for the benefit of the surviving spouse, all assets continue to be fully available for the spouse and the spouse retains the ...
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