•Estate Planning Financial Planning Taxes
IRS Raises ABLE Account Limit: What You Need to Know
As we step into the new year, there’s an important update in the realm of estate planning and financial management...
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Do You Pay Capital Gains Taxes on Property You Inherit?
When you inherit property, such as a house or stocks, the property is usually worth more than it was when...
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How to Fix a Required Minimum Distribution Mistake
If you have a tax-deferred retirement plan such as a traditional IRA or 401(k), you are required to begin taking...
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What The 2020 Presidential Election Means For Financial Investing
Without a doubt, this year’s Presidential Election will be closely watched by people all over the country and even the...
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Taxes in Retirement
THE NEW TAX AND FINANCIAL RULES HAVE CHANGED. Understand the potential impact taxes have on your retirement income. If you’re...
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What Is A Retirement Account & Why Does It Require Different Planning?
Do you have an IRA, 401(k), ROTH, or any other type of Retirement Account? If so, did you know Congress...
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Why You Need to Plan for Long-Term Care
From Elder Law Answers: Thinking about a time when you will need help taking care of yourself is not fun....
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Do You Know About “The Free Bridge”
“I live in Alexandria, Virginia. Near the Supreme Court chambers is a toll bridge across the Potomac. When in a...
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Things to Remember at Tax Time
April 15th is approaching and it is time to begin crossing T’s and dotting I’s in preparation for paying taxes....
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Online Retirement Planning Calculators Measure Risk Poorly
If you are retired or are nearing retirement, the main questions on your mind are probably “Will I run out...
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Why You Should Not Transfer Your Assets.
Has someone told you… you need to give your assets away to protect them? If you transfer your assets, you...
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More Estate Tax Uncertainty
The Estate Tax laws will change, it is just a question of when. My best-educated guess is that the politicians will...
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Ohio Court Fines Trust Mill
From the Wills, Trusts and Estates Prof Blog The Supreme Court of Ohio fined two companies (American Family Prepaid Legal...
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61% of Retirees Are “at Risk”
Center for Retirement Research at Boston College recently calculated the National Retirement Risk Index. They determined that even if households...
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