Informative Masterclass
How To Protect Your Assets From The Nursing Home And Ensure That Your Loved One Receives The Care That They Need And Deserve.
Save Your Spot Now!
(610) 467-9993
Watch Our Webinar

Estate Planning Blog

Sort by Category:

Retirees Face Financial Strain Due to Medical Care Costs

Posted on: July 17, 2024
Retirees face high healthcare costs, spending an average of $7,540 annually. Proper estate planning helps manage these expenses and secure financial stability.
Read More
client testimonials

Planning for Retirement with a Special Needs Child

Posted on: July 11, 2024
Planning for retirement when you have a child with special needs is difficult. However, you can overcome this challenge with thorough, strategic estate planning.
Read More

What is Expected from Social Security?

Posted on: June 5, 2024
Social Security was never intended to fund the full cost of your retirement, though some seniors rely upon it for nearly all their income.
Read More

Inherited IRAs: How the 10-Year Rule has an Impact on Required Minimum Distributions in 2025

Posted on: May 24, 2024
The Internal Revenue Service (IRS) recently delayed its proposed 10-year rule that will impact inherited Individual Retirement accounts (IRAs) and required minimum distributions (RMDs). This article unpacks RMDs, transition relief and how the 10-year rule might impact your estate planning.
Read More

What You Need to Know about Social Security

Posted on: April 11, 2024
But if you're new to Social Security, it's important to know what to expect. Here are a few aspects of the program you should be aware of.
Read More

The Impact of 2024 Social Security Benefit Changes on Retirees

Posted on: March 28, 2024
The Social Security Administration will introduce six major changes to benefits in 2024 that will impact seniors receiving Social Security retirement benefits. Working with an elder law attorney allows retirees to navigate these adjustments and take advantage of strategies to protect assets.
Read More

Does it Make Sense to Wait Until 70 to Claim Social Security Benefits?

Posted on: March 8, 2024
Delaying benefits provides a bigger Social Security check. However, you have to live long enough to make it worthwhile.
Read More

Integrating Retirement Accounts and Estate Planning

Posted on: February 15, 2024
Integrating retirement accounts into your estate plan is vital for preserving your financial legacy. This blog post covers key considerations, such as tax implications, beneficiary designations, and strategies for maximizing benefits. By understanding the role of retirement accounts in estate planning and seeking professional guidance, you can ensure that your assets are distributed according to your wishes and provide lasting benefits for your beneficiaries.
Read More

How Do I Use Donor-Advised Funds?

Posted on: February 9, 2024
This is a great way for people over 70 to both give money to charity and save on taxes. The taxpayer is essentially giving pretax money to a worthy cause, which in effect creates a dollar-for-dollar income tax deduction they’d otherwise not receive.
Read More
1 2 3 4

Free E-Newsletter – Subscribe Now

Get Legal News and Updates to Your Inbox

Subscribe Now

A Team That Truly Cares

Our attorneys take pride in helping you make the right decisions for your family and your future.

Schedule time to Talk with our Team Today
Curran Estate & Elder Law, PLLC

1212 Liggett Ave.
Reading, PA 19611

Get Directions
Powered by
Powered by