What You Must Know About Your Right to Your Spouse’s Retirement Benefits

What You Must Know About Your Right to Your Spouse’s Retirement Benefits

by | Nov 17, 2023 | Articles, Asset Protection, Family, Financial, IRAs / 401(k), Retirement, Special Needs Planning, Uncategorized, Wills

This week, I explain how the law affects retirement distributions for married couples, and why you need to be extra careful with your retirement planning if you’re part of a blended family.  Read more… What You Must Know About Your Right to Your Spouse’s Retirement...
Transition to Adulthood: What Happens When My Child Turns 18

Transition to Adulthood: What Happens When My Child Turns 18

by | Nov 3, 2023 | Articles, Asset Protection, Business/ Corporate Law, Case Law, Estate Planning, Estate Tax, Family, Financial, Gift Tax, Guardianship, Income Tax, IRS, Newsletters, Trusts, Uncategorized, Wills

This week we explore what happens legally when your child turns 18, what it means for your ability to make legal, financial and healthcare decisions on their behalf, and what tools you’ll need for a smooth transition to adulthood. Read more… Transition to Adulthood:...
Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes – Part 1

Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes – Part 1

by | Oct 13, 2023 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Celebrity Estates, Estate Planning, Estate Tax, Family, Financial, Guardianship, Incapacity, Income Tax, Kids Protection Planning, Non - US Citizen, Non-Probate Asset, Probate, Probate Litigation, Real Property / Real Estate, Trusts, Uncategorized, Wills

It might seem a bit early to think about your 2023 taxes, but as the year draws to a close, it’s the perfect time to take a closer look at your financial situation and make some strategic moves that can help you minimize your tax liability come April. Year-end...