» General Interest

Not every potential trustee provides the best services for trusts designed for children with special needs. Here are some questions to ask while searching for the right one for your new trust.

The nation’s largest passenger rail network has reached an agreement with the Department of Justice to finally bring its services into compliance with the Americans with Disabilities Act. 

As many as eight million eligible citizens may not have received their second Covid relief checks, primarily because their income is so low that they have not been required to file tax returns.

Don’t assume your estate will automatically go to your spouse when you die. If you don’t have an estate plan, your spouse may have to share your estate with other family members. 

While legally you may not need all-new estate planning documents if you move to a different state, you should have your documents reviewed by a local attorney in your new home. 

While it remains unclear exactly what tax changes President Biden’s administration will usher in, two possibilities are that he will propose lowering the estate tax exemption and eliminating the stepped-up basis on death.

Any complete estate plan should include a medical directive, which can encompass a number of different documents. 

All long-term care costs, particularly assisted living, rose sharply in 2020, according to Genworth’s latest annual Cost of Care Survey. The rises were due in part to increased costs brought on by the coronavirus pandemic.