In a perfect world, you and your spouse would be on the same page when it comes to retirement topics. Your goals would align, you would have the same objectives and have a similar vision for the future. However, what happens when you disagree about one or more retirement topics? In these situations, it is Read more about Retirement Topics to Discuss With Your Significant Other[…]
We’ll be at Women’s Fest 2017 showcasing our services and speaking to showgoers! Women’s Fest 2017 is an event all focused around women bringing together extraordinary workshops, entertainment and a collaboration of ideas. Stop by our booth and let us know what you think! For more information on Women’s Fest 2017, see their website at Read more about We’ll Be At Women’s Fest 2017![…]
How to Ensure Your Parents Don’t Lose Their Home, Bank Accounts, & Assets To Long Term Care Costs A friend relayed a story that is one I hear all too often when it comes for caring for aging parents. Her friend, I’ll call him Bob to protect his identity, has an aging father who is Read more about The Most Important Thing You Can Do For Your Aging Parents[…]
Estate planning is of crucial importance to adults from all walks of life. This includes individuals with extensive assets as well as people of more moderate means, who nonetheless, have desires regarding the distribution of their property after death. One area of particular importance is not only bequeathing assets to adult beneficiaries but also protecting Read more about Estate Planning and Protecting Your Adult Beneficaries[…]
Probate and real estate can become even more complicated and expensive when a person who died owned real estate in multiple states. Since each piece of property is controlled by the law of the state that it’s situated in, your loved ones would have to go through probate courts in each of those states. For Read more about Probate and real estate in multiple states[…]
Americans are living longer than ever, and services like home-based assistance and long-term care facilities that are designed for the needs of the elderly can be very expensive. Many people may even put off exploring options that might help them live more comfortably and safely if that would mean exhausting their savings and other financial Read more about Estate Planning in Medicaid[…]
If you are creating an estate plan, you might wonder whether a will or trust is a better choice for leaving assets to your loved ones. The answer is that it depends upon several different factors. Cost and Speed The main question is which approach is less expensive. In some states, the Uniform Probate Code Read more about What should I use? – A will or a trust?[…]
The Internal Revenue Code imposes a tax “on the transfer of the taxable estate of every decedent who is a citizen or resident of the United States.” There is no tax on any estate less than $10,000 in value. The tax computation on estates of higher values is “a tentative tax computed under [a rate schedule] Read more about Proper Estate Planning[…]
The sun and sand draw thousands of visitors to the State of Florida … and many of them stay. In fact, the number who stay has made Florida one of seven states with a median population above the age of 40. Although this change is generally due to young people on the move, in Florida Read more about Stopping Elder Guardianship Abuse in Florida[…]
People who aren’t prepared for the cost of caring for aging parents may find themselves the victim of negative inheritance, which refers to the costs adult children must bear to care for loved ones that can outweigh any bequests they receive. This term is becoming more familiar to people as a growing number of Baby Read more about Is Receiving a Negative Inheritance Possible?[…]