Protect Your Aging Loved Ones From Undue Influence
September 7, 2022
Undue Influence As A Form Of Elder Abuse
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You've raised it before. Your spouse keeps saying "not now." But every week that passes without a plan is a week your family's future depends on chance instead of intention. Here's what to do when you're not on the same page, and what you can start doing today.
Debt does not transfer to your heirs the way your assets do. What it does is make a claim against your estate before your heirs receive anything. Understanding the difference is what determines whether your family pays what they owe, or pays what they never had to.
The One Big Beautiful Bill raised the estate tax exemption to $15 million per person. That provision made headlines everywhere. A second one didn't: a deduction limitation buried in a Congressional footnote that tax lawyers say may create double taxation inside family trusts, including special needs trusts with as little as $400,000 in assets. Here is what families with trusts need to know right now.
