Takeaways Many older Americans shy away from cryptocurrencies as an investment vehicle for their retirement. Millennials and Gen Z also view cryptocurrencies as risky — but as a risk worth taking. We’re living in an increasingly digital world where virtually all areas of our life are penetrated by technology. Not surprisingly, younger Americans who have
Takeaways “Per stirpes” and “per capita” are terms used in estate planning that refer to the distribution method for the assets of a deceased person to their heirs. The distinction can significantly affect how assets are shared among family members. When deciding which distribution method to use, consider your family dynamics and the potential for
Don and Marjorie Peterson put their home in what they thought was a Medicaid Asset Protection Trust. They named their daughter as trustee and their two grandchildren as “remainder” beneficiaries who would inherit the home after they died. Medicaid Asset Protection Trusts are irrevocable. Thirteen years later, their relationship with their daughter and grandchildren having
