by Christine | Nov 4, 2014 | Asset Protection, Assets, Conservatorships, Elder Law, Estate Planning, Estate Tax, Estates, Guardianships, Individual Retirement Accounts (IRA), Inheritance, Living Trust, Mediation, Power of Attorney, Probate, Tax Planning, Turnover, Wills |
Mediation has emerged as a valuable tool for seniors and their families as an alternative to costly litigation. Mediation can be a useful instrument to prevent post death conflict by dealing with a family's issues during the senior's life. A recent issue of...
by Christine | Oct 30, 2014 | Advanced Health Care Directive, Asset Protection, Estate Law, Estate Planning, Estate Tax, Estates, Inheritance, Tax Planning, Trusts, Wills |
The important point to keep in mind is that DIY estate planning provides forms and not legal advice. An attorney may provide you insights into your situation and prepare documents that are specifically tailored to your circumstances and needs, potentially saving your...
by Christine | Sep 19, 2014 | Asset Protection, Estate Plan, Estate Planning, Estate Tax, Estates, Living Trust, Tax Planning, Trusts |
Manziel is living in the moment and enjoying himself, which is something that Namath did throughout his career, continued Mr. Beatrice. We see a potential problem, however, with his outgoing and festive behavior, and it is not directly related to his abilities on the...
by Christine | Sep 12, 2014 | Elder Law, Estate Plan, Estate Planning, Estate Tax, Individual Retirement Accounts (IRA), Medicare, Retirement Planning, Roth IRA, Tax Planning |
Today, ordinary income plus various other taxes could boost the effective tax rate on those second-level RMDs well over 40%. Who knows what tax rates might be in effect when current clients eventually pass their IRAs to future generations? Some individuals choose to...
by Christine | Sep 8, 2014 | Beneficiary Designation, Estate Plan, Estate Planning, Insurance, LIfe Insurance, Living Trust, Power of Attorney, Probate, Tax Planning, Trusts, Wills |
Why would parents procrastinate on something that it so important to their family’s well-being? The fact of the matter is that life insurance and estate planning are two topics that most people just don’t want to talk about. It is no fun to think about your own demise...
by Christine | Aug 29, 2014 | Asset Protection, Estate Plan, Estate Planning, Retirement Planning, Tax Planning |
Now is the time to adopt financial habits that determine a successful retirement, even if you’re still in your 20s. (Note: Parents, here is a great article to share with your twenty-something adult children!) If you are a twenty-something, you have plenty of...
