How Do You Gift Your House to Your Children During Your Lifetime?

Benjamin Long Beneficiaries, Heirs

“There are many ways to pass property on to children, including gifting the family home to them while you are still alive, bequeathing it to …

What Happens if I Take a Bigger RMD?

Benjamin Long IRA, RMDs

“Sometimes only taking the minimum IRA distribution can be a costly mistake. When deciding how much to withdraw this year, you need to consider the …

How Does a Will Work After Death?

Benjamin Long Beneficiaries, Wills

“Every estate plan should include three essential documents: a durable general power of attorney, a healthcare power of attorney and a last will and testament. …

Does Anyone Know Where Your Money Is?

Benjamin Long Debt, Taxes

“Even those who have saved and invested well may not be sharing their financial information with a spouse or loved one. It’s time to do …

Why Is an Estate Plan Important?

Benjamin Long Estate Planning Attorney

“While no one wants to think about his or her own death, planning for the inevitable is an important part of protecting your assets and …

Choose Wisely and Protect Yourself When Naming a Power of Attorney

Benjamin Long Healthcare, Power of Attorney

“Children may have moved away or lost touch. Old contacts may have died or become disabled. You cannot trust everyone and criminal cases based on …

States With the Best Tax Rates for Retirees

Benjamin Long Inheritance, Taxes

“The Tax Cuts and Jobs Act raised the federal estate tax exemption considerably. Before the tax reform law, it was $5.49 million per person for …

Common Estate Planning Mistakes and How To Avoid Them

Benjamin Long Debt, Divorce

“Even those with the best of intentions can fall into the trap of estate planning misinformation. Estate planning attorneys frequently hear rumors and ill advice …

What Kind of Trust Is Right for You?

Benjamin Long Trusts, Wills

“Estate planning is a crucial part of any holistic financial plan, and financial advisors often work with estate planning attorneys for guidance in this area.” …

What Happens to Social Security Payments After a Person Dies?

Benjamin Long Beneficiaries, Social Security

“The Social Security Administration should be notified as soon as possible after a beneficiary dies. Depending on your relationship to the deceased, you may be …