The file and suspend is a great strategy for a married couples looking to maximize their Social Security […]
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Know someone planning to divorce? Have them update their Will, Powers of Attorney, and beneficiary designations PRIOR to filing. If they […] Okay, not that “talk”, but the other one; the one about what happens when you die or become […] If you, a friend, or a loved one is going through a divorce, what estate paperwork should you or they […] A. Personal Items We Should All Have: Will B. Personal Items We Should At Least Consider Having: Directive to Physicians (also known as a “Living Will”) o Life Insurance
An end of year deal was recently struck between Congress and President Obama to extend the Bush tax cuts for two years. The new law also provides estates up to a $5 million exemption from paying federal estate tax ($10 million exemption for couples), and set the estate tax rate at 35 […] I have received a number of calls recently from people that have been contacted by organizations pushing Revocable Living Trusts and trying to scare them with misinformation and half-truths. […] |
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