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What Must I Decide before Retirement?

There tends to be a lot of excitement in the air as one approaches retirement. Contemplating how to spend one’s golden years represents the culmination of decades of hard work and the ability to enjoy the fruits of one’s labor. While the enthusiasm is warranted, it’s also crucial to make some important financial planning decisions before the fun begins.

Posted on: September 22, 2020

Estate Planning for Asset Distribution

The distribution of some of our assets can be governed by contracts. Examples of these contracts include life insurance, investment accounts, bank accounts and trusts.

Posted on: September 21, 2020

How Do I Find a Great Elder Law Attorney?

Finding and elder law attorney is as easy as googling, “elder law attorney near me.” Anyone can find an elderly law attorney but finding the right one is where things get a tad difficult. If you want your elder law case to be in the right hands, then you might have to do a bit of digging.

Posted on: September 18, 2020

You Need More than a Will for Estate Planning

Regardless of the pandemic, experts say it’s important to plan for when you’re not here—that is, give thought to what would happen to your bank accounts, your home and your belongings, as well as, perhaps, your dependents.

Posted on: September 17, 2020

Planning for Nursing Home Expenses

A revocable trust is great for many reasons, but it does NOT protect assets from nursing home expenses.

Posted on: September 16, 2020

Can I Bequeath My Home to My Children without Taxes?

You would like to pass a house tax-free to your heirs. After all, you want to give them a gift, not the burden of taxes. How do you do that?

Posted on: September 15, 2020

State Laws Have an Impact on Your Estate

I am a resident of Florida. I would like to leave my condo in Florida to my friend’s daughter, who I consider my stepdaughter, after my death. She is a resident of New Jersey and they would use the condo as a vacation home. Will she be considered my daughter for tax purposes, and which state’s tax laws will count?

Posted on: September 14, 2020

How Do I Handle Inheritance?

The period leading up to and shortly after losing a close relative is often one of the most emotionally demanding times that we, as humans, experience.

Posted on: September 11, 2020

What Does Pandemic Estate Planning Look Like?

The coronavirus pandemic has certainly caused havoc and concern for many people, particularly in regard to their health and their finances — and these two areas intersect in estate planning. So, if you haven’t drawn up your estate plans yet, or you think they may need to be revised, now may be a good time to act.”

Posted on: September 10, 2020