Study Names Factors in Severest Nursing Home COVID Outbreaks

Early on in the pandemic, nursing homes across the country found themselves at its devastating bull’s eye, with residents and staff of these facilities making up roughly 30 percent of all COVID-19 deaths in the U.S. between May 2020 and February 2021. [...]

Utilizing a 1031 Exchange to Avoid Capital Gains Taxes

If you are planning to leave an investment property to loved ones, a 1031 exchange may be a helpful estate planning tool for you. Because these exchanges allow you to defer taxes or limit taxes owed at the time of [...]

Highlights of How the Omnibus Bill Will Benefit Older Adults

The Senate and House have cleared the passage of a year-end $1.7 trillion appropriations bill that will benefit older adults on a number of fronts. The bill, which runs more than 4,000 pages and includes a wide variety of legislation, [...]

Who Can Override a Power of Attorney (POA)?

A power of attorney (POA) is a legal agreement that gives a person (agent) the ability to act on behalf of another person (principal). A common question asked about POAs is under what circumstances a person can override them. POAs can be [...]

3 Tips When Including Caregivers in Your Estate Planning

November marks National Family Caregivers Month. You may have a caregiver in your life to whom you wish to bestow your gratitude by designating them as an heir in your estate plan. Whether your caregiver is your own child — [...]

Does Power of Attorney End at Death?

A power of attorney is a powerful planning document that enables you (the principal) to give another person (the agent or attorney-in-fact) the power to act for you while you are alive. Because it is often prepared in the context of [...]

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