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Should Seniors in Love Tie the Knot?
There are some major financial benefits to tying the knot. From IRAs to Social Security and tax exemptions, there are many reasons (besides the obvious one: love) for older couples to say I do.
What Did Kobe Bryant Do for Estate Planning?
The list of wealthy black celebrities who have died without a will in place is a significant one. Names on the list include Prince, who died with a net worth of about $300 million without having a will. So did John Singleton, Aretha Franklin, Jimi Hendrix and the great Bob Marley, to name but a few.
Do You Have an Estate Planning Blueprint?
When it comes to estate planning, not having a plan is a plan. However, it is not a good one.
Loss of Stretch IRA … Is it Not Such a Big Deal???
The stretch IRA is dead and everyone (including me) is writing about how this is the apocalypse for IRA planning. Well, it isn’t. Let’s all take a deep breath.
C19 UPDATE: CDC Offers Guidelines for COVID19 Workplace Safety as Businesses Re-Open
If you’re a business owner, the CDC answers questions about workplace safety as businesses start re-opening.
C19 UPDATE: How Nursing Homes Can Do Better at Protecting Residents from COVID19
If you or a loved one is a nursing home resident … or may be considering long-term nursing care … keeping nursing home residents safe from COVID19 is a top concern. Here’s what’s being done now.
This Social Security Pit Could Be Costly and Stressful
The Social Security hell morphed into Medicare hell and, will, not doubt, morph into federal income tax hell and then state income tax hell.
Retirement Planning and Declining Abilities
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 costly mistake.
What’s the Difference Between an Inter Vivos Trust and a Testamentary Trust?
Estate planning offers tools to establish and maintain effective control over cash, investments and real estate assets during a person’s lifetime and upon death. While wills and beneficiary designations work well to ensure that an estate plan meets the unique needs of the individual establishing the plan, each has its limits.
Update Your Estate Plan to Protect Spouse and Children
Imagine you get married and within a year or two, your new spouse passes away. Now, imagine that your grief is compounded with financial stress.