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September 12, 2023
In this episode of “Simply Money,” Mark Reckman shares two high-profile news stories that provide insights into how to avoid any tension and misunderstanding when handling the medical and financial needs of your loved ones.
August 22, 2023
Following the death of a loved one, grieving families could feel blindsided if the deceased made last-minute changes to their estate plan. In some cases, these last-minute changes can disrupt decades of financial planning and expectations.
June 7, 2023
In this episode of “Simply Money,” Mark Reckman explains the basics of trusts using cars as an analogy. There are lots of makes and models designed to do different things, but there are basic elements that all trusts have in common.
June 6, 2023
In this episode of “Simply Money,” Mark Reckman discusses a few great strategies for bringing your whole family on board for the care of a parent. While it may be counterintuitive, Mark explains why hiring a caregiver might benefit all parties involved.
The United States Supreme Court recently clarified a murky area of law and handed a major victory to American taxpayers living abroad or who have funds on deposit in foreign bank accounts.
When it comes to inheritance claims, rights for illegitimate children are governed by the estate plan documents or intestacy laws in the state where the parent dies. Illegitimate children face unique circumstances but, in many states, may be entitled to inherit from their parent’s estate.
If you are undertaking a commercial construction project, your general contractor or architect may indicate that an AIA Contract will be used. But you may not know what this means for your project. So, what is an AIA Contract?
