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Family Security Law Group, APC
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“Choosing the right beneficiaries for the right assets can be complicated, so consider making an appointment to ensure that your plan covers all of the financial and legal bases.” When you pass away, what you leave to your loved ones is important, but so too is how you leave those... Continue reading
Posted 2 hours ago at Family Security Law Group, APC
“When a widowed mother plans to split her mutual fund portfolio equally among all of her children, it may be acceptable to everyone in the family. However, passing on a vacation home in the same way can have unintended consequences.” Financial Planning’s recent article, “Save clients from tax pitfalls, family... Continue reading
Posted 3 days ago at Family Security Law Group, APC
Blended families have an opportunity to launch new relationships and traditions, but they often face pitfalls where finances are concerned. Did you know that about 1,300 new stepfamilies are created every day? That’s from the Stepfamily Foundation, and the Pew Research Center says 41% of all Americans have at least... Continue reading
Posted 4 days ago at Family Security Law Group, APC
“If you use a 529 plan to save for a grandchild, here's what you need to know.” A recent post says that a 529 College Savings Plan is a great gift for a grandchild. The article, “529 plan funding for a grandchild,” explains that opening a 529 plan gives... Continue reading
Posted 6 days ago at Family Security Law Group, APC
“Even though you and your ex-spouse may no longer be in love with each other, you may still have the ability to tap into his or her Social Security benefits. Think of it as a going-away gift from your ex.” You may be eligible for Social Security based on your... Continue reading
Posted 7 days ago at Family Security Law Group, APC
“Five months after actor Alan Thicke died, he’s the subject of what’s shaping up to be a bitter family feud over the remainder of his estate.” Alan Thicke’s two eldest sons, Brennan and Robin, filed a petition in Los Angeles County Superior Court over claims that their father’s widow is... Continue reading
Posted Jun 16, 2017 at Family Security Law Group, APC
“Now that the heirs are stepping up and Prince’s distinctive shadow is receding, everyone sitting around the table wants to run the legacy like a business.” The probate nightmare Prince created by not having a will has ended. The musician’s relatives have moved from defending their position, to gaining the... Continue reading
Posted Jun 15, 2017 at Family Security Law Group, APC
“The road to retirement is pretty straightforward—until you start getting close.” If you’re heading toward retirement, you need to address five challenges. That is according to Kiplinger’s recent article, “Near Retirement? 5 Plans You MUST Have in Place.” You may be ready to move from accumulating money to protecting what... Continue reading
Posted Jun 14, 2017 at Family Security Law Group, APC
“If you don’t want money you’ve worked hard for to pass down to your son’s or daughter’s ex, then consider a trust.” The federal estate tax exemption in 2017 is about $5.5 million per person or $11 million for married couples. As a result, creating a trust to save on... Continue reading
Posted Jun 9, 2017 at Family Security Law Group, APC
“It is not easy to speak about living wills. But for every first responder, it’s a conversation worth having.” Although first responders experience illness, injuries and death every day, they still can be hesitant to create a living will for themselves. Nonetheless, it’s important. recently posted a story, “Why... Continue reading
Posted Jun 7, 2017 at Family Security Law Group, APC
“The experiences of people we care about often deeply affect us.” As we think of our parents aging, we may also start to think about our own aging. Sometimes it takes a negative experience with a parent’s estate planning to motivate us to start planning for our own long-term care... Continue reading
Posted Jun 5, 2017 at Family Security Law Group, APC
“It’s common for people to consider how they will eventually like their assets to be distributed among loved ones and ministry organizations. But perhaps you have not developed a comprehensive estate plan because you think that is only necessary for the extremely wealthy.” The need for an estate plan applies... Continue reading
Posted Jun 2, 2017 at Family Security Law Group, APC
“Onetime child star Britney Spears’ five dogs live better than a lot of human families—and should anything happen to her, their golden meal ticket would get mighty precarious.” Trust Advisor notes that pet trusts for the rich are becoming extremely popular. Pets are expanding their financial and emotional footprint without... Continue reading
Posted Jun 1, 2017 at Family Security Law Group, APC
“Hundreds of Elvis Presley artifacts and memorabilia are still being held by a Las Vegas casino, a year after the King’s estate filed a lawsuit to get those valuables back from a short-lived exhibit.” The Westgate Las Vegas Resort and Casino’s chief operating officer Mark Waltrip said that Elvis Presley’s... Continue reading
Posted May 31, 2017 at Family Security Law Group, APC
“Family issues over the estate of the late Veronica Shoemaker have been settled. Her daughter, Mattie Young, will continue to run the florist shop that the long-time community activist opened 42 years ago.” Mattie Young battled to maintain her mother's legacy of a lifetime of service to a Florida community.... Continue reading
Posted May 30, 2017 at Family Security Law Group, APC
“Here is what we know now about the state of Prince’s estate, one year later.” When Prince died a year ago, he left behind many questions, including the fate of his unreleased recordings and an estate with no will. Time’s article, “What We Know About Prince's Estate One Year After... Continue reading
Posted May 29, 2017 at Family Security Law Group, APC
“Age 100 is now a possible goal for young people around the world with good health care.” The average woman in Japan is now living to 87. But Trust Advisor’s article, “The Rich Are Living Longer And Taking More From Taxpayers,” notes that many Americans are dying younger. The Society... Continue reading
Posted May 26, 2017 at Family Security Law Group, APC
“Many Americans die without telling their family members where to find their wills or how their estates will be divided and why, according to a new BMO Wealth Management report.” ThinkAdvisor’s recent article, “Where There’s a Will, There’s a Way — if Loved Ones Can Find It,” cautions that it’s... Continue reading
Posted May 12, 2017 at Family Security Law Group, APC
“Consumer watchdogs are fearful that some of the nation’s most vulnerable taxpayers will be harassed and that criminals will take advantage of the system by phoning people and impersonating I.R.S. collectors.” Starting in April, the IRS began using private debt collection agencies to collect past-due taxes. The new program could... Continue reading
Posted May 10, 2017 at Family Security Law Group, APC
“If your IRA holds an annuity, you may or may not have to include its value when figuring your required minimum distribution.” Annuities are considered by many to be complex products. Working with IRA required minimum distributions isn’t always an easy trick either. Combine the two, and Kiplinger says, in... Continue reading
Posted May 8, 2017 at Family Security Law Group, APC
“Many people don’t see the importance of estate planning, until they have been forced to deal with the adverse effects of not being prepared for death or disability.” Some parents will engage their kids in disability and estate planning, with some viewing it a way to share the work and... Continue reading
Posted May 5, 2017 at Family Security Law Group, APC
“At any age you can become incapacitated or have a temporary illness.” Many of us are not very proactive in estate planning or aware of the issues of elder law, even though we know that eventually we will all face incapacity and/or death. The Arizona Jewish Post’s article, “Estate planning... Continue reading
Posted Apr 24, 2017 at Family Security Law Group, APC
“Most people don’t want to be a burden on their family or children. One of the best things you can do to accomplish this goal, is to get your estate planning in order.” What if your spouse is ill and you meet with an estate planning attorney to organize your... Continue reading
Posted Apr 6, 2017 at Family Security Law Group, APC
“When leaving a home to your children, you can avoid probate by using either joint ownership or a revocable trust, but which is the better method?” In the event you decide to add your child as a joint tenant on your home, you’ll each have an equal ownership interest in... Continue reading
Posted Apr 4, 2017 at Family Security Law Group, APC
“Marriage after age 50 is a wonderful thing, but it also has some financial challenges.” There are numerous money myths that you’ll hear when you consider getting married at midlife, particularly if your spouse-to-be has children from a first marriage. Here are six common myths from Forbes’ recent article entitled... Continue reading
Posted Mar 17, 2017 at Family Security Law Group, APC