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Rowley Law
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“If you don't see these coming, you could cost yourself and your loved ones a lot of money.” You may believe you've developed a well-researched and comprehensive retirement plan, but be certain that your plan hasn’t left out any of these common issues. If so, you could end up with... Continue reading
Posted Nov 10, 2017 at Rowley Law
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“Believe it or not, receiving a large inheritance can be a stressful situation for many people.” We all have wished for a million dollars. However, what if you really received a big chunk of cash? A large inheritance for some may be the largest sum of money for which they’ve... Continue reading
Posted Nov 9, 2017 at Rowley Law
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“Estate planning is a plan for how you will acquire property, use it, conserve it and, perhaps most importantly, how it will be transferred upon your death.” Planning your estate now can prevent a lot of headaches for your heirs after you pass. Remember that your estate is everything you... Continue reading
Posted Nov 8, 2017 at Rowley Law
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“There is no magic age when you should or can retire. Therefore, don't start counting down the years (or days). Instead, you need to dig a little deeper to know if you’re really ready.” Kiplinger recently published an article, “Income, Not Age, Should Determine Your Retirement Date.” According to the... Continue reading
Posted Nov 7, 2017 at Rowley Law
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“We are all going to die. We just don’t know when. So it’s not what you have done, it’s what you didn’t do that your heirs will regret.” Frequently, we’re not aware of the consequences of our lack of action. In many instances, it’s the survivors of a death that... Continue reading
Posted Nov 7, 2017 at Rowley Law
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“Legislation stepping up enforcement and increasing penalties for ‘criminals and con artists who prey on America’s senior citizens’ is headed to President Donald Trump’s desk and Sen. Chuck Grassley is hoping he signs it ‘as soon as possible.’” The (Cedar Rapids IA) Gazette’s recent article, “Grassley elder abuse legislation awaits... Continue reading
Posted Nov 3, 2017 at Rowley Law
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“A hologram of late musician, composer, satirist and activist Frank Zappa will perform his songs on the road, as a hologram backed by some of his living, former bandmates, according to his estate.” The Zappa Family Trust and Eyellusion, a production studio in California, are teaming up to take a... Continue reading
Posted Nov 2, 2017 at Rowley Law
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“Jerry Lewis’s six children from his first marriage are getting zilch, when it comes to an inheritance. However, the comedian isn’t the only mega celebrity whose last will and testament left his or her kids in the lurch.” According to a copy of his will, Jerry Lewis “intentionally excluded” all... Continue reading
Posted Oct 31, 2017 at Rowley Law
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“American painter Jasper Johns is making estate plans and envisions that his home in the Connecticut hills will become an artist’s retreat after he is gone.” Famed painter Jasper Johns is making plans for his rural Connecticut estate to become an artists' retreat after he passes away, as reported by... Continue reading
Posted Oct 31, 2017 at Rowley Law
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“Estate of Sommers v. Commissioner, 149 T.C. No. 8, is a prime example of when an estate planning technique — net gifting — proved harmful by increasing the value of the gross estate, even though net gifting seemed entirely appropriate to the client’s facts and circumstances existing on the date... Continue reading
Posted Oct 31, 2017 at Rowley Law
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“Fumbles are some of the most frustrating turnovers in the game. Avoid the stress that these financial fumbles bring, by keeping these four steps in mind.” As the new NFL season gets into full swing, there will be plenty of fumbles across the league. With that in mind, twincities.com recently... Continue reading
Posted Oct 27, 2017 at Rowley Law
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“Although a loss is never easy, making an estate plan, complete with a living trust, will, power of attorney, and living will is a way to ensure that all monies and belongings are distributed as you wish.” The passing of a loved one is often overwhelming enough, without the added... Continue reading
Posted Oct 26, 2017 at Rowley Law
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“Working with high-net-worth clients involves much more than just managing investments.” People turn to financial advisors for help on how to invest their money, but for high-net-worth clients, wealth management is more than investing money. Those advisors who specialize in working with these types of clients must know how to... Continue reading
Posted Oct 25, 2017 at Rowley Law
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“Over the next few decades, an estimated $30 trillion is expected to pass from baby boomers to their heirs in the biggest wealth transfer in history.” Most family wealth is earned and lost in just three generations. One way to thwart this, is to engage the members of the younger... Continue reading
Posted Oct 24, 2017 at Rowley Law
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“Medicare covers fewer health care expenses in retirement than many people realize, but our strategies will help you save money as you fill in the gaps.” Many people believe that most of their health care costs will be covered by Medicare after they turn 65. Not so! Seniors are on... Continue reading
Posted Oct 24, 2017 at Rowley Law
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“When someone dies, not only must friends and family deal with their grief, but often, they must also start untangling the estate planning laws and regulations that suddenly come into play.” With no estate plan, you can leave your family to pay thousands of dollars in extra taxes or fighting... Continue reading
Posted Oct 20, 2017 at Rowley Law
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“Relationships matter more than anything else” Regardless of how we do as investors, savers, and planners, other people are nearly always impacted by our decisions and actions. MarketWatch’s recent article, “How to talk to your family about your estate plan,” says that frequently those most affected are the ones about... Continue reading
Posted Oct 19, 2017 at Rowley Law
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“Among the many words used to describe family caregivers—invisible, overwhelmed, heroic, to name just a few—one is often just assumed. That word is “unpaid.” Although family caregivers are often praised as a critical part of the elder care workforce, most don’t get a paycheck.” Many caregivers of elderly parents and... Continue reading
Posted Oct 18, 2017 at Rowley Law
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“Everyone should have an estate plan, no matter what his or her level of worth.” Your estate plan will instruct how your assets are distributed when you pass away. If you don’t have an estate plan, then you still sort of have one. However, it’s the one everyone else who... Continue reading
Posted Oct 17, 2017 at Rowley Law
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“Becoming suddenly single can set your world in a tailspin, and a lack of financial planning is setting women, in particular, even further back.” Death or divorce are two of the top five financial challenges women face, according to a report by Key Private Bank. Right next to these on... Continue reading
Posted Oct 16, 2017 at Rowley Law
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“It sounds like these trusts are head and shoulders above just having a will. However, they did sound like they could get very expensive in comparison to a will. Is there really that much greater benefit to a living trust versus a will?” WealthAdvisor’s recent article asks, “Do Living Trusts... Continue reading
Posted Oct 15, 2017 at Rowley Law
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“The most carefully thought-out estate plans can go badly awry, if one simple detail isn’t carefully attended to–designating beneficiaries for everything from trusts and wills to insurance policies and bank accounts.” It’s easy to overlook this important detail. However, an outdated beneficiary designation can completely wreck your intentions. As Wilmington... Continue reading
Posted Oct 15, 2017 at Rowley Law
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“While a thorough assessment of an estate plan is encouraged yearly, these eight items are important when considering if it’s time for a refresh.” It’s not that tough for your estate plan to easily outdate itself. Given the changing tax laws, regulations, and situations in life, estate plans should be... Continue reading
Posted Oct 15, 2017 at Rowley Law
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“Trump's rhetoric surrounding the “death tax” is deeply at odds with reality.” President Trump recently said he’d get rid of the federal estate tax, calling it a "tremendous burden" on family farmers. “We’ll also protect small businesses and family farmers here in North Dakota and across the country by ending... Continue reading
Posted Oct 15, 2017 at Rowley Law
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“When a testator has disposed of real estate during her lifetime, such disposition works as an ademption of the specific devise and the rights of devisees do not attach by way of substitution to the proceeds of its sale or to other property subsequently acquired by the testator.” The Delaware... Continue reading
Posted Oct 15, 2017 at Rowley Law