Nelson Elder Care Law
Estate Planning, Probate Administration & Elder Law Blog
While clients often focus on the market, goals and portfolio performance, it never hurts to make sure estate planning items are correct, particularly heading into the new year.
Of course, many donors also look to both help others and help minimize their overall tax burden. With that in mind, we thought we’d share some thoughts about where individuals may be able to make the most of this year’s charitable giving.
In many relationships, it’s common for one spouse to play money manager and the other to take a more passive role. This, however, can lead to major complications, when the financially dominant partner dies first.