Costly Social Security Mistakes to Avoid
Whether you’re counting on Social Security to fund most of your retirement income or supplement it, you want to make sure you get all of the money you’re entitled to.
August 2, 2023
Estate Tax Exemptions available for Married Couples
A primary goal of most married couples when contemplating basic estate planning documents is to ensure that the surviving spouse, and commonly, the couple’s children and grandchildren, are supported financially.
August 1, 2023
Essential Estate Planning Documents every Caregiver Needs
One of the most difficult—and emotional—parts of caregiving can be having discussions about the legal side of aging.
July 31, 2023
Family Vacation Home need Planning for Future
The family vacation home is often a point of pride, a place for reconnecting and making memories. A vacation home, whether it’s in the mountains, near the sea, on a lake, or on a farm, can have sentimental as much as economic value.
July 24, 2023
Life Estate may be a good option for Older Homeowners
By understanding the features of a life estate and creating one at the right time, you can reap the following benefits….
July 20, 2023
Be cautious using Portability in a Second Marriage Estate Plan
The family’s attorney and family office advisors should exercise caution in a marriage in which there are children from a prior marriage or other nonstandard family situations.
July 19, 2023
The IRS has issued a Ruling that will impact Grantor Trusts
On March 30, 2023, the Internal Revenue Service issued Revenue Ruling 2023-2, which directly impacts a wide range of irrevocable trusts, including grantor retained annuity trusts, qualified personal residence trusts, insurance trusts and other intentionally defective ‘grantor trusts.’
July 18, 2023
Pour-Over Will can be Extremely Valuable in your Estate Plan
This type of will can ensure that your assets go where you want them to. However, there are many misconceptions about them.
July 13, 2023
Only leave Assets to Minor through a Trust
You cannot name a legal minor as a beneficiary. This applies to almost all legal documents, most notably wills and life insurance policies.
July 12, 2023
Dying Intestate can leave Family financially Crushed
If you die intestate, this means that you died without a valid will in place.
July 11, 2023