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After receiving an Alzheimer's disease or dementia diagnosis, families face some of the most significant decisions they'll have to make in their lifetime, whether for their own future or that of a loved one.
Property, such as your home, held in an irrevocable trust 'that is not included in the taxable estate at death' will no longer receive a step-up in basis. Here’s why the wording of that is key.
A plan for all your stuff during your lifetime and then at death requires a group of five – yes, five – experts to oversee each at-risk area.
The ever-evolving legislative landscape provides both challenges and opportunities when it comes to making plans for your retirement and your estate. A key focus: tax planning.
Many families discover that trying to mitigate the cost of long-term care can conflict with another common retirement concern - reducing taxes for retirees and their heirs.
Special needs trusts can help fund quality-of-life improvements for the beneficiary, such as a phone, a trip or a private room in a group care facility.