Topics You need to Address before a Mid-Life Marriage
Getting married in middle age or beyond, is not only a significant personal milestone, it’s also one of the biggest financial decisions of your life.
May 8, 2024
Senior Property Tax Exemption can provide Relief
Some states are offering a property tax exemption to help senior homeowners on fixed budgets. What exactly are senior property tax exemptions? We look closely at the exemption and if it might work for you.
May 2, 2024
The Estate of The Union Season 3|Episode 3 is out now!
The Estate of The Union Season 3|Episode 3 is out now! Taxes come in all favors. Sales taxes, excise taxes, capital gains taxes, etc. We
March 21, 2024
Bypass Trust is a pivotal Estate Planning Tool
If you’re considering a bypass trust as part of your estate plan, consulting with an experienced estate planning attorney is essential. They can help you understand if a bypass trust is the right option for your situation and guide you through the process of setting one up.
February 28, 2024
Divorce Impacts your Estate Plan
Divorce significantly affects your estate plan. Therefore, it’s crucial to take timely action to revise it. If you’re going through a divorce or have recently finalized one, it may be time to review and update your estate plan.
February 26, 2024
Understanding how the Retirement Earnings Test works
Today’s Social Security beneficiaries may move in and out of the workforce before fully retiring. That may trigger a rule called the retirement earnings test, which can temporarily reduce benefits.
January 17, 2024
Estate Planning for Unmarried Senior Couples
Creating an estate plan for an unmarried couple is already challenging. However, when the cohabitating couple is in their golden years, it’s especially tricky.
January 10, 2024
Seniors are missing out on Tax Deductions
There are a host of tax breaks available to retirees and older Americans. However, they’re easy to miss.
December 27, 2023
RLT can Help with Planning for Incapacity
While physical disabilities may not impact a client’s ability to manage their own assets, mental illnesses and age-related cognitive impairment can eventually lead to incapacitation and the inability to manage their own assets.
November 14, 2023
Beware of Social Security Scams using AI
AI-driven fraud is on the rise, and that includes Social Security scams. Thieves are using artificial intelligence to get personal information that can be used to access benefits.
November 8, 2023