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Relocating for Retirement, Family or Taxes
“Does your ability to pass on your wealth to your heirs depend on where you live … and die? Indeed, it does.” When the current …
Handing Kids Keys to Your Home Is Never Good Estate Planning
“Adding an adult child to your house deed, or giving them the home outright, might seem like a smart thing to do. It usually isn’t.” …
This Social Security Pit Could Be Costly and Stressful
“The Social Security hell morphed into Medicare hell and, will, not doubt, morph into federal income tax hell and then state income tax hell.” A …
Retirement Planning and Declining Abilities
“When a loved one is experiencing cognitive decline, emotional and medical considerations often overshadow the financial planning that needs to happen. This is a potentially …
Massive Changes to RMDs From Stimulus Plan
Stimulus Plan Brings Massive Changes to RMDs and Retirement Contributions“Here are the highlights of the most recent tax changes found in the $2 trillion coronavirus …
Scammers Beef up Efforts in a Crisis
“The Inspector General of Social Security, Gail S. Ennis, is warning the public about fraudulent letters threatening suspension of Social Security benefits due to COVID-19 …
Finalizing Estate Planning Documents While Social Distancing
Finalizing Estate Planning Documents in the Age of Social Distancing“Besides seeking to draft or alter wills and trusts, many clients were changing trustees, executors and …
Estate Plan Updates in the Age of Coronavirus
“Financial advisors and estate attorneys say they are seeing a flurry of inquiries from people seeking to update or draft wills and take other estate-planning …