Many individuals think that if their estate is below a certain amount that they need not be concerned with Estate Planning. As this article demonstrates, because the Estate Tax evolves constantly, it’s important to talk with a professional to create a plan to accomplish your goals. Read on to learn more.
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Traditional IRA Changes Are on the Horizon
On December 20, 2019, the SECURE Act was enacted. It changed some of the individual retirement account parameters, and more adjustments are on the way. We will look at them in this post, but first, we will review the contents of the original SECURE Act. Elimination of the Stretch IRA From an estate planning perspective, […]
On a Flight With an Estate Planning Lawyer
Imagine getting into a conversation with the person sitting next to you on a cross-country flight. She tells you that she is an estate planning lawyer, and she is willing to answer questions that you may have about the process. This would be a great opportunity to walk away with some very useful knowledge, so […]
New York Community Medicaid Look Back Update
New York Community Medicaid does not have to be an item of mystery.  In this post, we are going to share some news about the Community Medicaid program because it will be of interest to informed senior citizens and their loved ones. Before we focus on that information, we will explain why this program should be […]
Roth IRAs Can Be a Great Planning Strategy: Advanced
This is the second in a two-part series on Roth IRAs. The first part reviewed the basics of Roth IRAs. Read on to learn more.
Roth IRAs Can Be a Great Planning Strategy: Basics
Roth IRAs can be a great planning strategy. They can save taxes and help in many ways. Read on to learn more.
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