Are you currently following all the news about potential tax updates? If so, you’re not alone. Many people are expressing their concerns about whether or not tax issues will affect them if a major reform comes into play.  Congressional Republicans and the White House have proposed a new tax reform plan that eliminates the […]

Currently, there are debates in the mix about raising the social security retirement age. However, researchers argue that this should factor in health trends for those people reaching retirement age as well. Ten years from now, Americans who were born in 1960 will be eligible to start collecting a full social security retirement change. A […]

Unfortunately, elderly individuals are in the market for crucial government assistance programs such as social security and Medicare. Scammers recognize this and given the many people who are turning 65 each day and becoming eligible for benefits from each, it is equally important to be aware of the potential risks of being caught up in […]

Most people know in the back of their minds that it makes sense to save ahead of their retirement. However, a new study shows that short-term thinking, a lack of access to appropriate retirement programs and general inertial all contribute to the fact that many people do not engage in the estate planning process as […]

Estate planning goes beyond just planning for taxes; you need to have specific goals for your estate plan, such as whether or not you want to encourage your children to be entrepreneurs and carry on a family business, how you may be able to support your grandchildren with regards to educational goals and whether or […]

Halloween Episode – Estate Planning Horror Stories

The majority of estate plans are drafted by attorneys and this is primarily done because many people are not aware of their rights and responsibilities and may make mistakes in using online forms or do-it-yourself services. Many people also avoid the estate planning process because they do not want to contemplate their own chances of […]

If you are thinking ahead about how you can support your minor children, you need to consider more than just the money. Do you know what would happen to your minor children if you were to pass away unexpectedly? This is a difficult topic to think about, but it is also a crucial estate planning […]

  It might seem like you’re still just beginning the fourth quarter but it is still a good opportunity to consider your 2017 tax return. Wanting to get ahead over the fall can make things easier for you after the busy holidays. You may even be able to make your New Year a happier one […]

If the joint owner on a piece of property passes away, other individual owners may have questions about removing their name and whether or not such property goes through probate. Joint ownership property provides rights of survivorship benefits, meaning that the property does not need to go through probate process. One of the major advantages […]