Relocating for Retirement, Family or Taxes

Benjamin Long Estate Planning Attorney, Estate Tax, Exemption, Heirs, Inheritance

“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

Benjamin Long Estate Planning Attorney, Inheritance, Probate, Taxes

“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

Benjamin Long Benefits, Medicare, Social Security

“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

Benjamin Long Alzheimer's, Dementia, Elder Law, Estate Planning Attorney, Guardians, Power of Attorney, Trusts

“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

Benjamin Long IRA, RMDs

“Here are the highlights of the most recent tax changes found in the $2 trillion coronavirus relief bill, which the Senate has approved, and the …

Scammers Beef up Efforts in a Crisis

Benjamin Long Benefits, Social Security

“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

Benjamin Long Estate Planning Attorney

“Besides seeking to draft or alter wills and trusts, many clients were changing trustees, executors and the agents they assigned to oversee their finances and …

Estate Plan Updates in the Age of Coronavirus

Benjamin Long Healthcare, Minor Children, Power of Attorney

“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 …