IRS’ “Dirty Dozen”
IRS’ “Dirty Dozen” By Jill Roamer, J.D., CIPP/US Elder Law Each year, the Internal Revenue Service (IRS) puts out their “dirty dozen” list. This is a list of scams that are prevalent that the IRS wants everyone to watch out for.…
WHAT IS MEDICAID’S 5 YEAR LOOK BACK, AND HOW CAN IT AFFECT ME?
Understand Medicaid’s Look-Back Period; Penalties, Exceptions & State Variances Last updated: January 07, 2021 Medicaid’s Look-Back Period Explained When a senior is applying for long-term care Medicaid, whether that is for services in one’s home, an assisted living residence, or…
How To Avoid Family Fights Over Mom and Dad’s Estate.
How to protect your estate from greedy family members By Attorney Patti Spencer Special to THELAW.TV How To Avoid Family Fights Over Mom and Dad's Estate. Brother against brother, father against son -- are we talking about the Civil War?…
When Should I Start Saving For Retirement?
When Is the Best Time to Start Saving for Retirement? September 26, 2020 • 5 min read ByJohn Egan When Should I Start Saving For Retirement? Whether you're 25 or 55, you've probably given at least some thought to saving money for…
Estate Planning for Millennials: Your Ultimate Guide
Estate Planning for Millennials: Your Ultimate Guide Estate Planning for Millennials: Your Ultimate Guide. Nearly everyone’s heard of an estate plan or will, yet only 40% of people have a will or living trust. While many think of estate plans…
The Aging of America: Will the Baby Boom Be Ready for Retirement?
The Aging of America: Will the Baby Boom Be Ready for Retirement? This article is part of a broader study of saving funded by the National Institute on Aging and TIAA-CREF. The baby boom generation—the roughly 76 million people born…
Can My Family Benefit From A Special Needs Trust?
5 Reasons to Consider a Special Needs Trust Here are 5 common reasons for establishing a special needs trust that applies to your family member with a disability. Dawn Doebler, MBA, CPA, CFP®, CDFA®, Senior Wealth Advisor In my last article,…
WHERE SHOULD YOU KEEP YOUR ESTATE PLAN?
Having a comprehensive estate plan won’t do you much good if no one can find it. Making and distributing copies of your estate planning documents are an incredibly important part of making sure your wishes are both known and followed.…
Act Quickly to Protect an Estate
When dealing with the emotional pain of the loss of a loved one, family members also have to address daunting administrative tasks.
Inheritance Laws in Florida
Inheritance Laws in Florida Chris Thompson, CEPF® SEP 11, 2019 In Florida, there are no state taxes related to inheritance and the estates of those who have died. Below you’ll find detailed information about how the state handles its residents’ estates…