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New York Estate Planning & Elder Law Blog

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4 Things to Remember about Irrevocable Trusts

Irrevocable trusts provide the trust’s creator with certain protections. Despite the advantages that these trusts provide, trust creators must give up any control over assets that are placed within the trust. This article reviews 4 important things you must remember about irrevocable trusts in case you intend on making them…

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Advice on Performing a Retirement Review

Many people think that retirement involves doing nothing. In reality, if you want to make sure that you avoid legal and financial complications, substantial consideration must be made during the retirement period. This involves handling Medicare issues, filing for Social Security, and navigating tax and distribution-related nuances. This article reviews…

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Pay Up: 13 States that Tax Social Security Benefits

For over 80 years, Social Security has made guaranteed monthly payouts to eligible retired workers. Today, over 64 million people receive a monthly benefit from the Social Security program. The average retired worker benefit is $1,505.50 a month, as of January 2020. Generally Social Security income for the ordinary retiree…

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Why Advance Health Directives Are Overlooked and How to Create One

Estate planning is a complex process. For many people, estate planning is overwhelming and results in many unanticipated costs. For other people, it is frightening to accept that they too will one day pass away. Despite how you might feel about estate planning, there are several important estate planning documents…

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