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Klitzman Law Group, PLLC
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Is a Power of Attorney Really Necessary?
Posted Oct 6, 2023 at Klitzman Law Group, PLLC
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A Roth Conversion Can Benefit Retirement Plan
Posted Oct 5, 2023 at Klitzman Law Group, PLLC
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Tasks to Be Done After a Loved One Passes
Posted Oct 4, 2023 at Klitzman Law Group, PLLC
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Social Security has a Little Known “Do-Over” Clause
Posted Oct 3, 2023 at Klitzman Law Group, PLLC
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What Is a No-Contest Clause?
Posted Oct 2, 2023 at Klitzman Law Group, PLLC
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Unmarried? What You Need to Know about Estate Planning
Posted Sep 29, 2023 at Klitzman Law Group, PLLC
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How can You Make Changes to Estate Plan?
Posted Sep 28, 2023 at Klitzman Law Group, PLLC
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Why are Contingent Beneficiaries Important?
When planning your estate rarely will you experience difficulty naming your initial beneficiary or beneficiaries for your will, IRA’s or life insurance. Continue reading
Posted Sep 27, 2023 at Klitzman Law Group, PLLC
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Everyone Needs an Estate Plan
Posted Sep 26, 2023 at Klitzman Law Group, PLLC
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How can Families Minimize or Avoid Estate Taxes?
An unprecedented rush to relinquish wealth is underway, and it isn’t just for billionaires. Continue reading
Posted Sep 25, 2023 at Klitzman Law Group, PLLC
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Don’t Fall for These Medicaid and Estate Myths
Posted Sep 22, 2023 at Klitzman Law Group, PLLC
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Wrong Form Leads to a Trust Forfeiting a Large Tax Refund
The moral of this tax tale is that you have to be careful about making sure you file the right tax form to get what you want. Continue reading
Posted Sep 21, 2023 at Klitzman Law Group, PLLC
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What Kind of Medicare Plan Should You Have?
Posted Sep 20, 2023 at Klitzman Law Group, PLLC
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Boomers, Beware: Don’t Spend Your Money This Way in Retirement
Posted Sep 19, 2023 at Klitzman Law Group, PLLC
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How to Decide on an Executor?
Have you found an executor (also known as a personal representative) to handle your affairs should you become incapacitated or die? Continue reading
Posted Sep 18, 2023 at Klitzman Law Group, PLLC
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Will You Receive a Social Security Award Letter?
There are different types of Social Security benefits available, and the type of letter you get will depend on your application. Continue reading
Posted Sep 15, 2023 at Klitzman Law Group, PLLC
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How to Pay for Hearing Aids
Posted Sep 14, 2023 at Klitzman Law Group, PLLC
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What’s the Best Way to Sell an Inherited Estate to an Heir?
We have a situation where both of my in-laws passed away in the last several years. My wife was the daughter and she and her brother are the executors to the last of my in-laws to pass away. Continue reading
Posted Sep 13, 2023 at Klitzman Law Group, PLLC
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Minimize Family Feuds about Your Inheritance
Posted Sep 12, 2023 at Klitzman Law Group, PLLC
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What Is the Deceased Spousal Unused Exclusion Portability Deadline?
Revenue Procedure 2022-32 (2022-30 IRB 101) became effective on July 8, 2022. This guidance issued by the IRS allows certain taxpayers an extended amount of time (five years) to make a ‘portability election’ regarding estate and gift taxes. Continue reading
Posted Sep 11, 2023 at Klitzman Law Group, PLLC
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Do You Need a Revocable Trust?
Posted Sep 8, 2023 at Klitzman Law Group, PLLC
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When Is a Child Not A Descendant?
Wills and trusts, instead of designating a specific person to inherit, often name a group or class of people such as your ‘children,’ ‘issue’ or your ‘descendants. Continue reading
Posted Sep 7, 2023 at Klitzman Law Group, PLLC
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Who Should Be Your Executor?
Posted Sep 6, 2023 at Klitzman Law Group, PLLC
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How to Pass on Family Heirlooms with Fewer Estate Battles
Posted Sep 5, 2023 at Klitzman Law Group, PLLC
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How Does the IRS Rule on Inherited IRAs Work?
Posted Sep 4, 2023 at Klitzman Law Group, PLLC
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