Does Your Estate Planning Continue to Reflect Your Goals in 2020?
For many Americans, estate planning is considered an action you take only once. You meet with your experienced estate planning attorney, discuss your goals for your legacy, review your estate planning documents, and then, when they are executed, preserve them for...
Does the PATH Act Impact Your Ability to Create a Legacy in 2020?
As a New Year begins and you consider the goals you have for yourself and your loved ones, you may be asking what are the ways you can create your legacy? While there are ways to create your legacy with your estate planning attorney by making bequests to family...
Facts You Need to Know About Your Social Security in 2020
Did you know, presently, about 65.7 million people collect some form of Social Security benefit? Research tells us that approximately sixty-two million people receive regular retirement benefits while Security Disability Income, also known as SSDI, is paid to an...
3 Reasons Why Trust Funding is Critical to Estate Planning Success
Estate planning is a powerful tool in your arsenal to ensure that you and your loved ones are protected from any future scenarios. Your estate plan allows you to decide who will make both your healthcare and financial decisions in the event of a crisis. It also allows...
2020 Tax Considerations Investors Should Know About Rental Properties
For many of us, it is easy to understand why rental properties are such attractive investments. This is an investment that generates monthly revenue in the form of a rental payment and those payments in turn pay off property mortgages and can put passive income into...
Can You Take Advantage of Capital Gains Tax Rates in 2020?
The power to tax may be the power to destroy, but tax policy is also capable of rewarding wise investors. This is something everyone should know heading into 2020, especially regarding capital gains. Did you know capital gains are profits made from the sale of...
Three Key Questions To Ask At Your First Estate Planning Meeting
The initial estate planning conference with your attorney is very important. This is the first opportunity for you to explain to your attorney your estate planning goals, as well as your assets and liabilities. Your attorney can advise you at this time, and throughout...
10 Kitchen Safety Tips for This Thanksgiving
Thanksgiving is all about family, friends and food, lots of food. Turkey, stuffing, mashed potatoes and gravy, green beans, pies and assorted desserts; the list goes on. Included in holiday feasting, however, may come certain kitchen safety risks, especially during a...
Four Critical Questions to Ask Your Estate Planning Attorney When You have a Minor Child
Planning for your minor child is critical to ensure his or her’s continued protection in the future. Yet, for many parents, this is not a topic they wish to discuss. It is not easy for any of us to contemplate a time when we are no longer here and another person would...
Ways to Protect Your Spendthrift Child or Grandchild’s Inheritance Through A Trust
Many of us, as parents and grandparents, may have a child or a grandchild that is not responsible when it comes to managing his or her money. A major concern is: what will happen if that child or grandchild were left a significant inheritance through a will or a...