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470 items found for "financial planning"
- Trusts Can Protect Your Heirs from Themselves
legal way to help protect heirs when they receive a sizable amount of money so that they can make smart financial Your Trust Options Depending on your retirement plan and other existing accounts, different types of Estate planning can be stressful and at times emotional process, but when it comes to trusts, an experienced Estate planning can be complicated. If you have questions about the benefits of trusts or estate planning in general, please feel free to
- Alternatives to Joint Tenancy
This has benefits for estate planning, as the property does not have to go through probate. If you have questions about these or other alternatives to joint tenancy, consult with an estate planning
- The High Cost of Dementia
Most families just aren’t prepared for the financial burden of dementia.
- Two Social Security Strategies are Put to Rest in 2016
This is the key to many plans to “maximize” lifetime benefits. The new law was originally planning to cut off anyone receiving benefits based on the record of someone This is a complex and important part of many retirement income plans, and an estate planning attorney
- The Long List of Famous People Who Didn’t Have Wills
More recently, a 2012 Forbes article looked into the Great Emancipator’s less-than-great estate planning A way of avoiding death, one might say,'” wrote an estate planning attorney. In his 1972 press conference, Hughes announced that he planned to leave his money to the Howard Hughes
- Old School Traditional IRA versus New School Roth
Traditional IRAs, which have been around longer, see retirees rolling assets from their 401(k) plans A Roth conversion is also a great estate planning tool. Speak with a qualified estate planning attorney about how a Roth IRA can fit into your estate strategy
- How to Remove Someone from Your Will in Texas
It is critical to discuss your situation in advance with a qualified estate planning attorney before making any changes to your current estate plan.
- Advance Directive Mistakes to Avoid
Advance care directives are powerful estate planning tools. As you make your estate plans, keep these all-too-common advanced directive mistakes in mind: Mistake Avoid Advance Directive Mistakes with a Estate Planning Attorney For assistance putting an advance healthcare existing directive will work according to your wishes, schedule an appointment with our experienced estate planning
- Make the Most of Your Social Security
With some smart planning about how you plan to live in retirement, you can be confident that you will
- Estate and Gift Tax Rate Hikes: What Does This Mean for You?
Earlier in the year, Senator Bernie Sanders proposed new legislation that could make waves in the estate planning If you have been considering a grantor trust for your estate, now is the time to put your plans into
- Reforming a Will Because of a Mistake
your life or in the lives of your loved ones, then do not delay that phone call to a qualified estate planning attorney to review and update your estate plan.
- Protecting Elders from Danger
For one thing, many of the elderly are lonely and so may fall victim to various financial entrapments Elder law attorneys who are also well-credentialed in estate planning can assist you plan for retirement He or she can help you take the proper precautions regarding finances, medical care, future government
