COVID-19, the novel coronavirus, has been a challenge confronting countries around the world. While healthcare systems have fought the virus, economies have been hurt by the social distancing required … [Read more...]
by Barry Zimmer
There is a widely held misconception about the way that trusts are used in the field of estate planning. You may assume that a last will is the core asset transfer vehicle that is appropriate for just … [Read more...]
The novel coronavirus, COVID-19, is spreading in the United States and across the globe. Social distancing and self-quarantine can help slow the spread. The virus is a particular threat to residents … [Read more...]
Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2020 is just starting, it’s not too early to think about planning for whatever it may … [Read more...]
As elder law attorneys, we speak with people that are concerned about the eventualities of aging, and we conduct our own research in a general sense. While it is true that we focus on financial … [Read more...]
The Heckerling conference, the largest conference for Estate Planning in the country, occurred in January in Orlando, FL. Many of the thought leaders in Estate Planning and Elder Law got together and … [Read more...]
The SECURE Act passed in late December 2019, and changes some lifetime rules regarding IRA's. The biggest change concerns rules for beneficiaries. Click the following link to read a blog published by … [Read more...]
Before we get to the specific point of this post, we should provide some general information about the value of revocable living trusts. There are many benefits to be gained through the utilization of … [Read more...]
The novel coronavirus, COVID-19, is spreading in the United States and across the globe. Learn what steps you can take to prepare yourself and help prevent its spread. Read on to learn more. … [Read more...]
Retirement planning is inherently related to estate planning, because you may pass away while you are in possession of assets that were earmarked for your retirement years. In fact, this does not have … [Read more...]
