By Jennifer Sitterley For many, legal planning may feel intimidating. In reality, creating a plan on your terms for your legacy is one of the most empowering things that adults of any age can do to protect their wishes and their family’s peace during health decline or...
Effective 2020 For retirement accounts (traditional IRAs, ROTHIRAs and 401k’s), the Secure Act requires that most beneficiaries pay income tax on inherited funds within 10 years of the date of death of the original owner. Some exceptions apply for EDBs (Eligible...
The U.S. Census Bureau recently released updated figures showing that more than a third of adults over 65 years old are currently considered to have a disability. Did you know that in addition to traditional estate planning, elder law planning can help provide you...
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