While we are young, many of us neglect to consider what will happen to our family and property...
Archive - April 2019
What Taxes Do I Owe When I Inherit My Dad’s House?
There are many types of taxes to consider in connection with an estate: estate tax, inheritance tax...
When Should I Claim Social Security?
Know the five factors you should consider, when weighing whether it's time to tap your benefits.
What is a Life Estate?
What, exactly, is a life estate? Does it have any value?
What Happens to Social Security when Your Spouse Dies?
Mary is 85 years old. Her husband, ‘Henry,’ is 89. They have been married 61 years. Mary told me...
Should Pets Be Part of Your Estate Plan?
In one of the most famous pet trust cases, hotel magnate Leona Helmsley left $12 million in a trust...
How Should I Take My Pension Pay-Out?
Not so many years ago, financial advisors viewed retirement planning as a three-legged stool. The...
How Will My IRA Be Taxed?
You probably know about potential IRA tax traps related to withdrawals, rollovers, and estate...
Smart Women Protect Themselves with Estate Planning
Since women live approximately 4.9 more years than men, it is critical for both single and married...
Aging in Place: Reality or Dream?
As lifespans increase, our elders grow in number, and government elder benefits become more...