Blog : Elder Law

• Big Eight: Retirement Mistakes to Avoid

  February 16, 2022

  “You don’t stop laughing when you grow old, you grow old when you stop laughing.” George Bernard Shaw. “Living each day as if it were your last doesn’t mean your last day of retirement on a remote island. It means to live fully, authentically and spontaneously with nothing being held back.” Jack Canfield. During our […]

• Are You Forgetting this Estate Planning Document?

  February 16, 2022

  Forbes’ recent article, “Two-Thirds Of All Americans Are Missing This Estate Planning Document,” explains that a health care directive is a legal document in which an individual writes down his decisions for caregivers in the event of illness or dementia and makes instructions about end of life decisions. It can also provide guidance on how […]

• A Love Letter to Your Family

  February 16, 2022

  A Love Letter to Your Family. “A real love letter is made of insight, understanding, and compassion. Otherwise it’s not a love letter. A true love letter can produce a transformation in the other person, and therefore in the world. But before it produces a transformation in the other person, it has to produce a […]

• A Big Red Binder of Information

  February 16, 2022

  Life happens, when we’re not prepared. A woman is recovering at home from minor surgery when her older sister dies unexpectedly, thousands of miles away. She can’t fly from her home to her sister’s home for weeks. What will happen, asks Considerable in the article “This is the most helpful thing you can do for the […]

• 401(k) Withdrawals and Taxes

  February 16, 2022

  A simple way to decrease the taxes you have to pay on 401(k) withdrawals, is to convert to a Roth IRA or Roth 401(k). Investopedia’s recent article, “How to Minimize Taxes on 401(k) Withdrawals” explains that withdrawals from those accounts aren’t taxed, provided they meet the rules for a qualified distribution. However, you’ll need to declare the conversion, when […]

• 1
• 2
• 3
• 4
• 5