Spousal Lifetime Access Trusts (SLATs): Enable one spouse to transfer assets into a trust while allowing the other spouse to ...

However, it is critical for seniors and their adult offspring to face estate planning head-on and have open and honest discussions. The more you talk about estate planning and important life trans ...

Estate planning for millionaires is crucial ... can be a gift in and of itself to your heirs,” said Matthew Fleming, senior wealth advisor at Vanguard. "It also ensures that your beneficiaries ...

Childless seniors are more likely than others to leave money to charity after they die. If much of your estate will go to charity, ask a tax or estate-planning lawyer to draw up an arrangement to ...

“Estate planning is incredibly important as we travel ... Certified Dementia Practitioner and a Certified Care Manager for Senior Partner Care Services, Viera. Ms. Conway hosts a monthly seminar ...

At One Senior ... estate plans protect you and prevent exploitation Shifting dynamics, changing roles Second or subsequent marriages Elder mediation and sibling conflict Importance of pre-planning ...

Hello, baby boomers and seniors! As you embark on this rewarding chapter of your life, it’s essential to think about the legacy you want to leave behind. Estate planning isn’t just about what ...

“Seek an attorney who is board-certified in estate planning,” says Robb Armstrong, vice president and senior trust officer with Arden Trust Company in West Palm Beach, Florida. You may also ...

senior wealth advisor at Vanguard. It also ensures that your beneficiaries get what you set aside for them and minimizes the ...