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Blog : Elder Law

  • Retirement Minimum Distribution (RMDs) Fundamentals

    February 17, 2022

    Most people don’t know the rules about required minimum distributions. Also known as “RMDs,” these are the rules that require investors to make withdrawals from their retirement accounts the year that they turn 70½. However, says Forbes in the article “5 Things to Know About RMDs,” these withdrawals can have a major impact on cash flow, […]

  • Retirement Is Not Tax-Free

    February 17, 2022

    What many people don’t realize that when they start drawing funds from those 401(k)s, they’re taxed. One of the reasons the accounts are so popular, is that a traditional 401(k) is funded from pre-tax paychecks, so the money deposited into the plan and any gains on the investment are not taxed until the money is […]

  • Kids Grown Up? Protect Them with These Three Documents

    February 17, 2022

    Kids Grown Up? Protect Them with These Three Documents “Right is right even if no one is doing it; wrong is wrong even if everyone is doing it.”  Saint Augustine of Hippo “Everybody knows how to raise children except for the people that have them.” P.J. O’Rourke Without the right documents in place, you do not […]

  • Is a Revocable Trust Valuable in Estate Planning

    February 17, 2022

    “Most of the important things in the world have been accomplished by people who have kept on trying when there seemed to be no hope at all.” Dale Carnegie. “In three words I can sum up everything I’ve learned about life: it goes on.” Robert Frost. Yes a revocable trust is valuable in estate planning. […]

  • How to Help Your Aging Parents Get Financial Benefits

    February 16, 2022

    If you notice your aging parent is struggling financially, you probably want to pitch in and help. Of course, doing so will mean that less money is available to pay your bills and save for your retirement. Your loved one’s money troubles could create economic stress for you and your children. It would be wonderful […]

  • How to Decide Who Your Healthcare Proxy Should Be

    February 16, 2022

    It’s especially important to name a healthcare proxy, because the chances of having a crisis escalates dramatically as we age. That’s why so many people put off naming a healthcare proxy, says Forbes in the article “How to Select A Healthcare Proxy,” often only addressing this, when they are completing other documents for their overall estate plan. […]

  • How Do I Get My Mom’s Affairs in Order?

    February 16, 2022

    “It is a curious thing, the death of a loved one. We all know that our time in this world is limited, and that eventually all of us will end up underneath some sheet, never to wake up. And yet it is always a surprise when it happens to someone we know. It is like […]

  • Here’s Why a Basic Form Doesn’t Work for Estate Planning

    February 16, 2022

    It’s true that an effective estate plan should be simple and straightforward, if your life is simple and straightforward. However, few of us have those kinds of lives. For many families, the discovery that a will that was created using a basic form is invalid leads to all kinds of expenses and problems, says The […]

  • Here’s How You Know You’re an Adult: 10 Documents

    February 16, 2022

    Fifty is a little on the late side to start taking care of these important life matters. However, it is better late than never. It’s easy to put these tasks off, since the busyness of our day-to-day lives gives us a good reason to procrastinate on the larger issues, like death and our own mortality. […]

  • Even a Late Start toward Retirement Planning is Better than None at All

    February 16, 2022

    “There’s never enough time to do all the nothing you want.” Bill Watterson, Calvin and Hobbes. “The trouble with retirement is that you never get a day off.” Abe Lemons. There are also people who wait until they become senior citizens to begin planning for retirement. That’s a little on the late side, but the […]

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