More than six million Viet Nam war veterans are still alive, most retired. An important part of our practice consists of helping veterans and their survivors obtain VA benefits.
Our tax laws serve as good matchmakers, helping magic happen when your favorite charities and your IRAs “meet”.
When designing a first-time estate plan, many people overlook several common issues. Estate plans consist of a complex collection of important financial documents, prompting people to focus on inheritances, trusts and beneficiaries. Few parents consider that one of...
Should all children be treated the same in an estate plan? Not everyone agrees whether that should be the case. If you are going to create an imbalance, talk over that decision with your children now, is the advice.
While many designate their oldest child as exeucutor, trustee, or Power of Attorney, it is better to select agents in accordance with their expertise and ability to manage those duties.
The Social Security Administration (SSA) publishes upcoming changes to its social security program every October that take effect on January 1 of the next year. These changes can make a difference in how you plan for or live during your retirement years.
There are opportunities to use IRA accounts in estate and tax planning because of the two latest pieces of legislation called CARES and SECURE.
Your father has suffered from dementia for the past three years, and your mother has been his main caregiver, along with some help from you and a few other family members. But the burden has primarily fallen on your mother’s shoulders, and it has become too much for...
Estate planning is a way to say thank you to those who’ve supported you and thos whom you wish to support.
The built-up equity in your home is an important factor in both retirement and estate planning. Do you envision your heirs wanting to someday occupy that home? If so, learn ways to use your home equity now to help in your own retirement planning, still preserving the home for heirs.