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

Benjamin Long Beneficiaries, Heirs

Ways to Pass Property on to ChildrenConsiderations for Passing Property to Children“There are many ways to pass property on to children, including gifting the family …

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

What is a Last Will and Testament? “Every estate plan should include three essential documents: a durable general power of attorney, a healthcare power of …

Does Anyone Know Where Your Money Is?

Benjamin Long Debt, Taxes

Importance of Sharing Financial Information with Loved Ones “Even those who have saved and invested well may not be sharing their financial information with a …

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

Tips for Selecting and Appointing a Power of Attorney“Children may have moved away or lost touch. Old contacts may have died or become disabled. You …

States With the Best Tax Rates for Retirees

Benjamin Long Inheritance, Taxes

Estate and 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 …

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

Understanding Trusts: A Brief Overview“Estate planning is a crucial part of any holistic financial plan, and financial advisors often work with estate planning attorneys for …

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 …