Estate Planning A Primer on Recent Financial Opportunity Zone Regulations In December 2019 the United States Treasury recently released guidelines in Subchapter Z of the Internal Revenue Code. the regulations … May 9, 2020 2 MIN READ
Elder law estate planning Save for Retirement and Pay Off Your Student Loans The average student loan payment according to credit.com is $393 a month. That represents almost 20% of the monthly household … May 8, 2020 2 MIN READ
Estate Planning Children and Estate Plans: Equality Is Not Required Children and Estate Plans: Equality Is Not Required If you do not have an estate at least one person you … May 5, 2020 2 MIN READ
Elder law estate planning How Much Do You Think You Need for Retirement? In 2019 the U.S. Census Bureau determined that the average national retirement age was between 63 and 64 for men … May 5, 2020 2 MIN READ
Estate Planning Growing with Your Estate Plan: How Things Change As You Age One of the most difficult parts about successful estate planning is that countless myths persist about how to plan for … May 2, 2020 2 MIN READ
Elder law estate planning About 40 Million Americans to Experience a Drop to their FICO Score Millions of Americans are expected to experience a drop in their FICO score when the Fair Isaac Corporation the company … May 2, 2020 2 MIN READ
Estate Planning 5 Critical Reminders about Inheritance Tax The estate tax in the United States is a tax placed on a person’s assets that transferred to beneficiaries after … April 30, 2020 2 MIN READ
Estate Planning Advances in Reproductive Technology Lead to Estate Planning Obstacles Under the Uniform Parentage Act as well as New York law children born through the aid of advanced reproductive technology … April 28, 2020 2 MIN READ
Elder Law, Elder law estate planning Why Claiming Social Security Benefits at 62 May be Good for You The conventional wisdom is to wait and not claim Social Security benefits until you are over 66 (the full retirement … April 24, 2020 2 MIN READ
Estate Planning 3 Invaluable Estate Planning Trusts You Should Consider Trusts are a nuanced part of estate planning and can make sure that assets are passed on to your loved … December 13, 2020 2 MIN READ
Asset Protection, Estate Planning, Living Trusts Money in IRA May Be Left Directly to Heirs ot to Trusts MONEY LEFT IN IRA AT TIME OF PASSING NOT SUBJECT TO NORMAL IRA RULES This blog previously discussed the Supreme … March 18, 2016 2 MIN READ
Estate Planning Estate Disputes Continue in Estate of James Brown James Brown’s life was full of life music and manic energy. It was also full of broken marriages estranged children … December 31, 2014 3 MIN READ
