ALTCs
What Happens to My Home If I Go to a Nursing Home?
My house is in my name and my son’s name. What happens if I need to go into a nursing home?
August 5, 2021
Estate Planning
Which Is Better a Traditional IRA or a Roth?
Traditional IRAs have been available to retirement savers who have earned income since 1974. That’s 23 years longer than Roth IRAs (introduced in 1997) have been on the scene. The big difference between these two types of individual retirement savings vehicles is when you pay federal (and possibly state) income tax on your savings.
August 4, 2021
Estate Administration
How Do You Divide Inheritance among Children?
First, before making a gift or bequest outright to your youngest son, consider whether now or in the future he will possibly be eligible for governmental assistance based on his disability and his own assets.
August 2, 2021
Estate Planning
Who Receives an Inherited IRA after the Beneficiary Passes?
What happens if a non-spouse beneficiary inherits an IRA account but dies before the money is put in her name. There were no contingent beneficiaries. Which estate would get the IRA?
July 27, 2021
Charitable Planning
What Is a Holistic Estate Plan?
No one can predict the future—and navigating that reality is precisely what makes estate planning so complicated.
June 1, 2021
Estate Planning
What Retirement Questions Should I Be Asking at 60?
Retirement is an exciting milestone. Planning becomes even more crucial, once you get within a few years of saying goodbye to your career. As we turn 60 and inch closer to retirement, there are important questions to answer.
May 21, 2021
Estate Planning
How Does an Inherited IRA or 401(k) Work?
So, you inherited a retirement account. Before you make any decisions on when and how to access the money, it’s worth familiarizing yourself with the rules that apply to different beneficiaries.
May 17, 2021
Elder Law
What Is a Guardianship?
My Dad has been deemed unable to make his own decisions, and he does not have a Power of Attorney. The hospital said we need to apply for guardianship. What is that?
May 6, 2021
Estate Planning
Should I Name a Living Trust Beneficiary of a Roth IRA?
Can a living trust be the beneficiary of a Roth IRA?
May 5, 2021
Asset Protection
Can an Attorney Help with Estate Planning?
Using a lawyer is always a better choice than going through the process independently.
April 28, 2021