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Family Estate Planning Law Group
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There are several investments that are not permitted to be held within these types of accounts. Continue reading
Posted yesterday at Family Estate Planning Law Group
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Worrying about Social Security doesn’t help anyone but being aware of the challenges facing the system and preparing for change is always the best course. Continue reading
Posted 3 days ago at Family Estate Planning Law Group
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You don’t need to create a spreadsheet or write a book-length plan, but anyone in their 50s, who wants to have a successful retirement, is advised to start getting their thoughts organized. Continue reading
Posted 5 days ago at Family Estate Planning Law Group
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With an estimated 10,000 Boomers retiring every day, members of this generation who own businesses should already have their succession plans in place. Continue reading
Posted May 18, 2018 at Family Estate Planning Law Group
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A survey found that Gen Xers are less concerned about retirement planning than they are about other financial challenges. Continue reading
Posted May 16, 2018 at Family Estate Planning Law Group
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The new Tax Cuts and Jobs Act have made the Roth more attractive as retirement savings vehicles. Continue reading
Posted May 14, 2018 at Family Estate Planning Law Group
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The rules for IRA distributions can be complicated. Unforeseen circumstances can make things even more complex. Understand the rules, so your money goes where you want it to. Continue reading
Posted May 11, 2018 at Family Estate Planning Law Group
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Ben Franklin said, “An ounce of prevention is worth a pound of cure.” That’s why Medicare provides free screenings and examinations focused on prevention. Continue reading
Posted May 9, 2018 at Family Estate Planning Law Group
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The estate tax reduces the size of after-tax bequests that heirs receive, which is potentially becoming a discouragement to potential entrepreneurs. Yet, it might also be an incentive for business owners to retire early. Continue reading
Posted May 7, 2018 at Family Estate Planning Law Group
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They say that numbers don’t lie—and you definitely want to know about this data! Continue reading
Posted May 4, 2018 at Family Estate Planning Law Group
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Remember, it is not enough just to create an estate plan; you have to update it as well. If your life includes new events like new kids, a marriage or the death of a loved one, then this is especially true. Continue reading
Posted May 2, 2018 at Family Estate Planning Law Group
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Once you retire, at first, you’ll spend more, and then later, maybe, you’ll spend less. Being realistic about what lies ahead and how much it will cost will lead to a more enjoyable retirement. Continue reading
Posted Apr 30, 2018 at Family Estate Planning Law Group
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Clutter: the enemy of millennials. While you may have collections of items you find sentimental and wish to pass to your kids, it is likely your kids do not really want them. Continue reading
Posted Apr 27, 2018 at Family Estate Planning Law Group
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Most of the time we all want to retire as soon as we can, but what if it is healthier for you to retire later? Continue reading
Posted Apr 25, 2018 at Family Estate Planning Law Group
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Loneliness among the elderly is underestimated. Yet, it has negative health impacts, and can easily be avoided. Continue reading
Posted Apr 23, 2018 at Family Estate Planning Law Group
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You can now pass more wealth onto heirs free of federal estate tax, and there are new opportunities for trusts and gifting to further reduce income taxes. Continue reading
Posted Apr 20, 2018 at Family Estate Planning Law Group
Welcome to Client Care Academy’s blog site! From here we'll provide news and tips on how to create effective, profitable and sustainable client care programs that take care of clients and generate predictable recurring revenues that help your practice grow in size and profitability. Continue reading
Posted Apr 18, 2018 at Client Care Academy
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If circumstances did not permit you to save as much as you wanted, or unexpected costs dented your retirement accounts, a reverse mortgage may be an option to consider. Continue reading
Posted Apr 18, 2018 at Family Estate Planning Law Group
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You would think no one would want to turn down free money. Yet that is exactly what many working Americans do! Continue reading
Posted Apr 16, 2018 at Family Estate Planning Law Group
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Will you pay more this year? A maze of rules creates unexpected outcomes, even one rule that was meant to protect seniors from increases that lead to increases! Continue reading
Posted Apr 13, 2018 at Family Estate Planning Law Group
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If you haven’t been saving for retirement, maybe you’ll do better if you are focused on saving for assisted living. One well-known survey, 2017 Genworth Cost of Care Survey, reports that you will need $1,517 a month for adult day health care. Those fees are only going in one direction—up! Continue reading
Posted Apr 11, 2018 at Family Estate Planning Law Group
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The idea of willingly becoming impoverished, in order to qualify for long-term care, is an unfortunate necessity for many, as illnesses strike in their later years. Continue reading
Posted Apr 9, 2018 at Family Estate Planning Law Group
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People like to try to solve problems in a simple manner, but like do-it-yourself dentistry, things that sound like simple solutions to estate planning situations could lead to problems. Continue reading
Posted Apr 6, 2018 at Family Estate Planning Law Group
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H.R. 2255 legislation was passed in the U.S. House of Representatives. The legislation includes The Senior Safe Act, which is intended to address elder financial abuse. Continue reading
Posted Apr 4, 2018 at Family Estate Planning Law Group
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An “Integrity Monitor” or independent fiduciary can oversee the investment program and the service providers retained to implement the program on behalf of the trust. It’s a good idea for the trust itself and for the trust beneficiaries. Continue reading
Posted Apr 2, 2018 at Family Estate Planning Law Group