Still Employed Seniors Face Issues Over Age Discrimination

According to the AARP, 2 out of 3 workers over age forty-five have experienced some form of age discrimination. As our baby boomers continue to work longer, age discrimination lawsuits continue to rise in number. The federal Age Discrimination in...

Published On: Thursday, December 13, 2018

Still Employed Seniors Face Issues Over Age Discrimination

According to the AARP, 2 out of 3 workers over age forty-five have experienced some form of age discrimination. As our baby boomers continue to work longer, age discrimination lawsuits continue to rise in number. The federal Age Discrimination in...

Published On: Thursday, December 13, 2018

What Happens if Grandparents Leave an IRA to a Grandchild?

If a grandparent leaves a traditional IRA to a grandchild, the grandchild must begin taking required minimum distributions within a year after the grandparent dies. These distributions are unearned income that will be taxed at the parent's income tax rate....

Published On: Wednesday, December 12, 2018

Upcoming Workshop on December 20th at 6pm

Our workshops are designed to be educational, interactive, informative and generate relevant discussion for attendees. Modern Estate Planning is more than just preparing a will and putting it in a safe. Find out how a comprehensive Estate Plan will protect...

Published On: Tuesday, December 11, 2018

Should Both Spouses Be Listed on a Reverse Mortgage?

When purchasing a reverse mortgage, it is always safer to put both spouse's names on the mortgage. A reverse mortgage allows homeowners to use the equity in their home to take out a loan, but borrowers must be 62 years...

Published On: Monday, December 10, 2018

What is “Medi-Gap” Insurance?

“Medi-Gap” insurance is Medicare’s supplemental policy. Medicare pays for only about half of all medical costs. To augment Medicare's coverage, you can purchase a supplemental insurance policy from a private insurer, commonly referred to as a “Medi-Gap” policy. You cannot...

Published On: Friday, December 07, 2018

Long-Term Care Insurance Deductions Will Increase in 2019

The Internal Revenue Service (IRS) is increasing the amount taxpayers can deduct from their 2019 income as a result of buying long-term care insurance. Premiums for “qualified” long-term care insurance policies are tax deductible to the extent that they exceed...

Published On: Thursday, December 06, 2018

What is a Child Protection Plan?

If you and your spouse die or become incapacitated in a tragic accident and you have minor children, law enforcement will have to find a place for your children to reside immediately. Having a guardian named in your Last Will...

Published On: Wednesday, December 05, 2018

Upcoming Workshop on December 6th at 6pm

Our workshops are designed to be educational, interactive, informative and generate relevant discussion for attendees. Modern Estate Planning is more than just preparing a will and putting it in a safe. Find out how a comprehensive Estate Plan will protect...

Published On: Tuesday, December 04, 2018

Charitable Leads Trusts

High net worth couples looking to benefit a charity while reducing estate taxes and gifting to heirs with substantial valuation discounts may want to consider using a Charitable Leads Trust. This type of testamentary trust irrevocably transfers assets to the...

Published On: Monday, December 03, 2018

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