Cost of Caring for Aging Parents
Financial advice for those caring for their aging parents. Discussing costs for best and worst case scenarios, professional help, guardianship, straightening out financial messes, running out of money and lots more.
Estate planning is the process to ensure that your assets go where you want after your death, that your desires are carried out after you can no longer make decisions, and that the estate taxes you pay to the government are minimal.
Financial advice for those caring for their aging parents. Discussing costs for best and worst case scenarios, professional help, guardianship, straightening out financial messes, running out of money and lots more.
Estate planning is a process whereby you can ensure your wishes are met, probate is avoided, and estate taxes are minimized
While the higher estate tax exemption limits enacted in 2013 dramatically simplified estate planning for many people, wealthy professionals may still run into issues with an estate under $10M.
Split-interest gifts or charitable trusts are a way to donate some money to charity while reaping other benefits. This post walks you through them one by one.
What to do when you lose your spouse, from a financial perspective.
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A family limited partnership is an estate planning and asset protection tool worthy of consideration for wealthy physicians with complicated situations.
Families working together across the generations can be a true wealth-producing machine — far more powerful than any other personal finance concept.
An irrevocable trust is a good way to avoid estate taxes. But you don't have to use trust assets to buy life insurance and your heirs may be better off if you don't.
A physician asks what legal steps she should take prior to marriage.
Doctors and similar professionals need more than a will, they need a trust. Ron Sharp explains why in this quick read.
How to use a qualified personal residence trust (QPRT) to save estate taxes.
Medical school may not have taught you about money, but we will.
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Get ready to take control of your financial life. You can do this, and we can help.
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