Retirement in America is growing less secure, physically and financially, given the omnipresent threat and cost of serious illness or disease. Why it matters: Qualifying for Medicare does not guarantee…
The IRS is giving charitable donors a significant benefit in not paying taxes on distributions from IRAs. Making a charitable contribution to a charity directly from an IRA can benefit…
On December 20, 2019 Congress passed the “Setting Every Community Up for Retirement Enhancement Act” (the SECURE Act) as part of the $1.7 trillion spending legislation that took effect January…
Over the years, we have counseled many clients who owned portions of “family land” that adjoined lands owned by other family members or neighbors. In many cases, the formal boundaries…
The unofficial estimate would represent the smallest increase in benefits in three years It looks like Social Security benefits will increase by about 1.6% in 2020, more than a full…
Filing an IRS tax return is likely to be simpler next year for at least 10% of the 150 million Americans who do so. That's because there'll be a new…
One of the phenomena that has accompanied the aging of we Boomers is the explosion of pet ownership in the US. Boomers were the first generation of Americans for whom…
Many clients who come into our office for counsel about estate planning or Medicaid planning own homes and other real property. It may be the largest asset they own. Therefore,…
Since large personal injury (PI) settlements must often last a lifetime, plaintiffs may receive some of their funds in the form of periodic payments from an annuity managed by an…
One of the most important decisions in retirement is when to start claiming Social Security. Unfortunately, almost all Americans start taking the benefit at the wrong time, losing out on…
