Latest Blog Posts

Joint Trusts vs. Separate Trusts? There are two distinct property systems in the United States: separate property and community property....

Courtesy of The Advisors Forum, here are eight estate planning tasks to accomplish before your next trip.....

Here is an interesting article about making sure the right person has access to your online world once you die....

April is National Financial Literacy Month. Expect to hear more about financial and estate planning this month....

If your estate plan is already complete, next consider preparing a letter that explains to your family how to pass on your assets and your values. Usually, this explanation is more personal in nature and therefore cannot be included in a legal document. ...

If you have a child, sibling, parent, spouse, or other loved one who is physically, mentally or developmentally disabled -- whether from birth, illness, injury or drug abuse -- he or she may be entitled to valuable government benefits (SSI and/or Medicaid) now or in the future. Unfortunately, most of these benefits are available only to those with very limited means....

Long term care is the kind of care you need if you are not able to perform normal daily activities (such as eating, dressing, bathing, and toileting) without help, and it is expected that you will need this help for an extended period of time, often for the rest of your life....

You've worked hard building your business, but have you thought about what will happen when you are no longer there running the show? Industry experts indicate only 30% of all family-owned businesses survive to the next generation; only 10% make it to the third generation; and a meager 3% are functioning into the 4th generation and beyond. ...

You probably own some items of real or sentimental value (jewelry, antiques, art, heirlooms, furniture, clothing, etc.) that you want a certain child, grandchild, special friend, relative, or organization to have after you die....

Like your car, your estate plan needs "servicing" if it is going to perform the way you want when you need it. Your estate plan is a snapshot of you, your family, your assets and the tax laws in effect at the time it was created. All of these change over time, and so should your plan....

Wealth Counsel, one of my professional organizations, just announced enhancements to EstatePlanning.com. ...

As you probably know, Congress avoided the so-called fiscal cliff by passing – at the 11th hour – the American Taxpayer Relief Act of 2012 (the 2012 Tax Act), signed into law by the President on January 2, 2013. The 2012 Tax Act makes several important revisions to the tax code that will affect estate planning for the foreseeable future. What follows is a brief description of some of these revisions – and their impact....

If these winter days allow for more indoor activity and the time to read, check out these two books edited by Stanley D. Klein. ...

Please read the following article entitled, "Helping Veterans Pay for Long Term Care"....

Teresa Nuccio and Jill Gosz will be presenting a seminar on August 23, 2012 from 12 pm to 1 pm. ...

Teresa Nuccio will be participating in Park Ridge's National Night Out on August 7, 2012 from 6:30 pm to 9 pm....

Depending on whom you name as beneficiary of your IRA, you can keep this money growing tax-deferred for a long time....

Will your Powers of Attorney work when you need them the most? ...

Here is an article written by Teresa Nuccio for the Chaos To Order blog:...

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