Beneficiaries of a trust typically pay taxes on the distributions they receive from the trust's...
Archive - November 2019
What Are the Rules About an Inheritance Received During Marriage?
An issue that frequently arises is the treatment of an inheritance received by a spouse during the...
How Can Life Insurance Help Me with my Post-Divorce Estate Planning?
With nearly half of all marriages ending in divorce, it’s not uncommon to have clients who are...
What Will Happen if There’s a Market Crash During Retirement?
While few retirees or soon-to-be retirees ever stop to ask that question, they should—unless their...
Blended Families Need More Thoughtful Estate Plans
When the first spouse dies, the surviving spouse may not remain as close with his or her...
What is a Special Needs Trust?
Special needs lawyers can work with clients to set up individualized special needs trusts.
How Do HSAs Work with Social Security or Medicare?
You can only put money in a health savings account, if you are covered by a high-deductible...
Bored in Retirement? Here’s a Good Way to Return to Work
A study published by Cambridge University Press revealed that about 25% of retirees return to the...
Remaining Even and Fair in Estate Distribution
We have money in savings and retirement accounts, but our most valuable asset is our home. We want...
Are Taxes a Good Reason to Relocate in Retirement?
Relocating for retirement and trimming the budget line for taxes are among the many tasks...