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A dependent adult is defined as an adult of any age who cannot provide properly for his or her basic needs. This includes difficulty managing finances and/or resisting fraud and undue influence by a trusted party.
Data breaches have become commonplace...
The gift, estate and generation-skipping exemptions are $11.4 million per taxpayer in 2019. Keep in mind that if a Credit Shelter Trust was earlier created at the death of a family member, that trust ordinarily will not be included in the estate of the beneficiary. With the larger estate tax exemption, the family may not care about estate tax inclusion, but they may want a “stepped up basis” for the assets in the trust at the death of the current beneficiary to minimize capital gains taxes. If this applies to your situation, you probably need to take some actions now in order to obtain the stepped-up basis for the trust assets on the death of the current beneficiary.
Be cautious of a new social security scam targeting the elderly and the vulnerable...
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