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What Do Seniors Say About Aging in Place?

For all the pain and disruption caused by COVID-19, at least one benefit appears to have come out of the pandemic for seniors: Their confidence about aging in place has soared!
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The Difference between Revocable and Irrevocable Trust

A trust is an estate planning tool that you may consider using if you want to go beyond drafting a last will and testament.
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What Penalties Hurt Retirement Accounts?

The following are penalties to avoid at all costs when contributing to or withdrawing from retirement accounts.
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Can I Use an IRA to Reduce Estate Taxes?

There’s a tax-smart way to make bequests by using assets from individual retirement accounts at death.
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Is Hypothyroidism Linked to Dementia?

Seniors with hypothyroidism may have a higher risk of developing dementia, according to findings published in Neurology, the medical journal of the American Academy of Neurology.
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The Most Important Part of Estate Plan Is Planning for Living

Does a person need a Power of Attorney document if that person already has a Last Will and Testament (‘Will’)? It is a good question.
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Can You Gift Money on Your Deathbed?

One sure-fire way your clients can reduce the size of their taxable estate is to give gifts to loved ones while they’re still alive. But when are ‘deathbed gifts’ considered to be complete for estate and gift tax purposes?
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How Is VA’s Backlog of Claims Looking?

The Veterans Affairs disability claims backlog has dropped by almost 25% in the last four months, indicating that hiring and overtime efforts are making a significant dent in the pending workload, department officials said.
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Do Most People Need a Living Trust?

If you’re putting together an estate plan, you have no doubt heard about the benefits of a living trust.
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Is a Living Will the Same as an Advance Directive?

Most people think of wills as written instructions for use after death. In contrast, living wills provide your instructions for continuing or halting life-sustaining healthcare while you’re alive.
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800 Village Square Crossing 
Palm Beach Gardens, FL 33410
561-402-7060

Hablamos Español!

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