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
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
How does HIPAA Authorization Work?
Other than covered entities and business associates, which other entities are covered by the HIPAA rules?
July 6, 2023
Deeding your House to your Child can Backfire
If a child you’ve added to your deed goes through a divorce, has tax issues, is sued by someone, or must declare bankruptcy, your house could be on the chopping block!
July 3, 2023
LLCs can be a useful Tool in your Estate Planning
An LLC is a particularly flexible form of business entity that is governed by statute and most often is organized in the estate planning context as a ‘manager managed’ LLC.
June 28, 2023