Why Do I Need an Estate Planning Attorney?
These are among the things an estate attorney can help you with planning. That’s why it’s essential to ensure you have one by your side, if you’re leaving an inheritance behind.
January 7, 2022
Should I Get a Medical Alert System?
The medical alert system allows access to medical help for senior citizens in case of any life-threatening medical emergency. It is also suitable for people living with a disability or life-threatening condition.
January 2, 2022
Can I Use a Roth IRA in Estate Planning?
Roth IRAs and Roth IRA conversions have received a lot of press recently. Between the various tax proposals that have been floating around Congress and normal year-end tax planning strategies, Roth IRAs are a popular topic.
January 2, 2022
Do I Get Ex’s 401(k) because I Was Named the Beneficiary?
My ex-husband passed away. However, I was named the beneficiary on his 401(k). Even though we are divorced, do I still have a right to it?
January 1, 2022
Does a TOD Supersede a Trust?
Both help you pass down assets, while avoiding the time and expense of probate. However, one has much more flexibility than the other.
January 1, 2022
How Do You Split an Estate in a Blended Family?
Good estate planning must consider more than what you want to happen to your property and for your beneficiaries. It also must consider what you intentionally want to avoid happening.
January 1, 2022
What Else Does the Social Security Administration Do?
There’s more to the Social Security Administration than dishing out retirement benefits.
December 27, 2021
How Do I Plan with a Special Needs Child?
For parents who have a child with special needs, planning for their loved one’s life after they themselves are gone can be overwhelming. Breaking the process down into manageable parts and working with specialized professionals and companies can help.
December 27, 2021
TOD and POD Accounts: What’s the Difference?
A TOD account allows the account holder to name a beneficiary on a non-retirement financial account to receive assets at the time of the account holder’s death, thereby (generally – i.e., when used correctly) avoiding probate.
December 27, 2021
What Taxes Have to Be Paid When Someone Dies?
Tax obligations continue on despite the passing of a loved one, and in some cases, come about because of it. Tax deadlines pose a challenge for grieving families.
December 27, 2021
