Too often, people planning their estates focus on tax and asset-protection issues and overlook long-term health care needs. The post Long-term Care Insurance appeared first on SD Mayer.
In today's fast-paced world, ensuring your child's future success is a top priority for many parents. Education is a key factor in this equation, and planning ahead can make all the difference. One of the most effective ways to prepare…
The year 2025 is shaping up to be a pivotal one for taxpayers, with significant inflation adjustments set to impact your year-end tax planning. Understanding these adjustments is crucial not only for staying compliant but also for optimizing your financial…
Mortgage points, also known as discount points, are fees paid directly to the lender at closing in exchange for a reduced interest rate. They're essentially a form of prepaid interest, allowing borrowers to lower their monthly mortgage payments by paying…
Despite its name, the purpose of a spendthrift trust isn’t just to protect profligate heirs from themselves. The post The Ultimate Wealth Preserver You Need to Know About appeared first on SD Mayer.
Should you place your home in a qualified personal residence trust? The post Estate Planning with a Qualified Personal Residence Trust appeared first on SD Mayer.
Whether it’s tax-smart to file a joint income tax return the year of a spouse’s death depends on several factors. The post Navigating Tax Filing After a Spouse’s Death – A Guide for Widows and Advisors appeared first on SD…
If want to undo an irrevocable life insurance trust, there are ways to do so. The post Breaking the Barrier: How to Undo an Irrevocable Life Insurance Trust appeared first on SD Mayer.