Tag Archives: estate attorney

Do You Have a Plan for Your Long-Term Care?

When most people think about estate planning, their primary concern is usually “what happens when I die?”

Although this is an important discussion, it’s just as important to consider the impact of long-term care on the financial and emotional well-being of an individual or family.   Consider that 5 out of 1,000 people will experience a house fire...
Read more

Yearly Checkups: Physical and Financial Wellbeing

Hopefully you go to your doctor at least once a year to get a physical.

This visit helps detect and treat problems before an illness or health condition becomes a major problem. It’s called preventative health. But have you ever considered preventative health for your finances? Just like it’s important to see your doctor annually, it’s...
Read more

The SECURE Act: the Good, the Bad and the Confusing

On January 1, 2020, the most impactful retirement account legislation in decades became law.

The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) will have a positive impact for many older Americans but could have negative tax consequences for many beneficiaries of their retirement accounts.  

The Good and the Bad (and the Confusing)

  The SECURE Act...
Read more

Four Easy to Avoid Mistakes People Make at Tax Time

It’s that time of year again: tax season.

No one enjoys doing their taxes, and that is likely why many of us leave this tedious task to the last…possible…moment. As Tax Day approaches, millions of Americans are likely scrambling to track down all of their important documents to meet the April 15 deadline. But as with...
Read more