Why Should I Update My Estate Plan?
December 7, 2021
Estate planning is making decisions today for what you want to happen in the future.
How Can I Rescue My Retirement?
December 6, 2021
A 2019 survey by Global Atlantic Financial Group, which sells annuities, asked more than 4,000 Americans, pre-retirees and retirees, about their retirement savings. Of those surveyed, 55% said they had regrets. The top three were that they: Did not save enough. Relied too much on Social Security. Did not pay down debt before retiring. However,…
What are Earnings Limits for Disability Retirees?
December 2, 2021
The retirement law has set an earnings limit of 80 percent in order for you to continue your disability retirement.
Is There More to Estate Planning Than Writing My Will?
December 1, 2021
One reason for having a will is to make sure your wishes are carried out. If you die “intestate” (without a will), your assets will be distributed by state law, not by your desires.
Do College Kids Need Estate Planning?
November 30, 2021
As a legal adult after attaining the age of 18, your child should have in place several legal documents that will allow you to provide support and obtain information, if something unexpected happens to your child.
Can Cryptocurrency Be Inherited?
November 29, 2021
If you’re merely dipping your toe in cryptocurrency, it can be hard to imagine your crypto as something worth talking to an estate attorney about. But that $100 in fun money could grow to a significant percentage of your total investments, sometimes overnight.
How Much can You Inherit and Not Pay Taxes?
November 23, 2021
Unless you spend your winters in Aspen and your summers in the Hamptons, you probably don’t have to worry about paying federal estate taxes on an inheritance. In 2021, the federal estate tax doesn’t kick in unless an estate exceeds $11.7 million.
Should I Write My Own Will?
November 22, 2021
An online form or a DIY will kit may be a more cost-effective option. However, hiring a lawyer could save you money in the future.
Don’t Follow Queen of Soul: Think about Estate Planning
November 18, 2021
Estate planning is perhaps the area of tax practice where one must consider the whole.
What’s the VA Doing about the Backlog in Claims?
November 16, 2021
Veterans Affairs leaders are bringing on more than 2,000 claims processors to deal with an expected spike in overdue cases that could push the department’s claims backlog to its highest level in seven years.