After putting in several decades of hard work so you could retire comfortably, it’s finally time to...
Category - Previous Posts
What Happens to Social Security when Your Spouse Dies?
Mary is 85 years old. Her husband, ‘Henry,’ is 89. They have been married 61 years. Mary told me...
What Taxes Do I Owe When I Inherit My Dad’s House?
There are many types of taxes to consider in connection with an estate: estate tax, inheritance tax...
Special Needs Families and Special Needs Trust
It's not just a matter of navigating day by day: Parents need the foresight to plan for their...
Power of Attorney: Why You’re Never Too Young
Although we all like to make our own decisions, there may come a time when we no longer have that...
Common Estate Planning Mistakes to Avoid
Here are a few things to avoid on your way to an appointment with a qualified estate planning...
Why Is the New Tax Law A Good Reason to Retire in Florida?
The change in the federal tax code combined with Florida having no personal state income tax, has...
Why Is a Revocable Trust So Valuable in Estate Planning?
Trusts are one of the most versatile items of the financial planning toolkit. However, they are not...
Why Do I Need a Will?
Someone has to inherit your assets, and if you don't decide, state laws will do it for you. That...
Moving to a Care Community? Check the Fine Print
When you have finally decided to move from home to a senior retirement community that has levels of...