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Estate Planning Blog

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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.
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What is a Subtrust? Additional Benefits Subtrusts Provide

Posted on: February 1, 2024
A subtrust is a separate entity created under the umbrella of a primary trust or a will. A subtrust becomes active based on the terms of the trust or will when certain events happen, such as the death of the primary grantor, or creator. Subtrusts are one tool that estate planning attorneys use to help families pass on inheritances and protect their heirs from creditors or issues such as lawsuits or divorce. Subtrusts serve various purposes depending on…
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What is the Age Cut Off for a Roth IRA?

Posted on: February 1, 2024
If you’re nearing the end of your career, you may be wondering if a Roth IRA is still a wise addition to your portfolio. It is possible to open a Roth IRA later in life and start saving.
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What are the Rules for Inheriting an IRA?

Posted on: January 25, 2024
Know what to expect if you inherit an IRA and how to establish a plan for taking distributions.
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Don't Gamble with Your Future: Why Choosing the Right Estate Planning Attorney Matters

Posted on: January 25, 2024
Estate planning: two words that encapsulate the entirety of your life’s work and the legacy you wish to leave behind. It is a profound yet often misunderstood aspect of personal finance and legal preparedness. As an experienced estate planning attorney, I’ve seen firsthand the turmoil and heartache…
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Make a New Year's Resolution to Do Your Estate Planning in 2024

Posted on: January 18, 2024
Creating or reviewing an estate plan is something that many people know they should do but often put off. It’s natural to say things like: “I’ll take care of it later,” or “I don’t have enough money to have an estate plan.” However, life and circumstances happen that may be out of your control. Every adult needs…
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End of Life Documents: What You Need to Know

Posted on: January 12, 2024
End-of-life planning is a crucial aspect of life that often goes unaddressed until it’s too late. In this comprehensive guide, we will discuss the essential end-of-life documents everyone must prepare, ensuring peace of mind and assuring that your wishes are honored…
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Navigating the Hidden Costs of Medicare in 2024: Understanding IRMAA

Posted on: January 4, 2024
As millions of Americans approach retirement age, understanding the nuances of Medicare becomes increasingly crucial. While many are familiar with the basic coverage that Medicare provides, a lesser-known aspect could significantly impact your finances: the Income-Related Monthly Adjustment Amount (IRMAA). This article, inspired by insights from The Motley Fool, delves into what you need to know about IRMAA in 2024. Understanding Medicare’s Cost Structure Medicare is divided into parts, each covering different healthcare needs. Part A, which covers hospital and inpatient services, typically requires no premium for those who have paid into the system during their working years. However, Parts…
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Estate Planning Tips for Blended Families to Protect New Goals and Loved Ones

Posted on: January 4, 2024
Estate planning for blended families presents unique challenges. Unlike traditional family structures, reports Barrons recent article titled, “When Remarrying Creates a Blended Family: Advice From Financial Pros,” blended families often involve complex relationships and diverse financial backgrounds, making the process of estate and financial planning more intricate. This article has tips for blended families on identifying overall estate planning goals and concerns and identifying heirs to protect your new family and future.
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