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28 March 2014 0 Comments

Estate Planning and Same-Sex Couples

ShareMaking sure your partner will be taken care of in case something happens to you is one of the most loving things you can do. This applies to all couples – same-sex or opposite sex. Now that the Federal government recognizes same-sex marriages, married same-sex partners will receive the same Federal income and estate tax […]

18 March 2014 0 Comments

Advanced Health Care Directives- Secure yourself & your assets

ShareBefore you find yourself affected by an injury or illness, you should know that you can plan now for your medical care if you are unable to speak for yourself in the future. An individual has the right to make his or her own medical decisions as long as he or she understands what’s going […]

13 March 2014 0 Comments

Am I Entitled to my Husband’s Retirement Account?

ShareWhen choosing a beneficiary for a retirement plan, it is important to understand how your spouse will be treated under the plan. Surviving spouses are treated differently under 401(k)’s and individual retirement accounts (IRAs). While a 401(k) provides protection for a surviving spouse, and IRA does not. Most people name their spouses to inherit the […]

12 March 2014 0 Comments

Estate Planning and your Retirement

ShareWill you have enough money to live the retirement life you want? Anyone who has any assets, including money, insurance policies, or possessions, has an estate. If you want to make sure these things go to the people you want and in the proper amounts, it is important to have an estate plan in place. […]

10 March 2014 0 Comments

Financial Planning Options

ShareSome people believe that estate planning is only for the wealthy. This could not be farther from the truth. In fact, it is often more important for persons who are not so wealthy to have a plan. Choosing to draft a will is one of the most important and loving gifts that you give to […]

4 March 2014 0 Comments

What Should I Ask An Estate Planning Attorney?

SharePlanning the distribution of your assets can be a daunting task if handled alone. If you’ve thought about drafting a will, you most likely have a lot of questions. Many people believe this is something they can do themselves and maybe some can; however, it is usually better to use the expertise of an estate […]

24 February 2014 0 Comments

Estate Planning, What it includes and How It Works?

ShareEstate planning isn’t about how much money you have. It’s about protecting what you have for you during your life and for those you love after you’re gone. It ensures what you have gets to the people you love, the way you want, when you want. Estate planning allows you to provide for your family […]

30 September 2013 0 Comments

It’s official! You can check the ‘married’ box on your Federal tax return form.

ShareSame-sex married couples can now plan for how their financial lives will change when it comes to Federal taxes – even though there are still questions regarding benefits, such as Social Security and veterans’ benefits. The Internal Revenue Service has new rules that will cost or save a particular couple money. It depends on how […]

14 June 2013 0 Comments

Wills and Trusts

ShareWanting the best for your family is only natural; providing the best for them when you are no longer here requires planning, looking for a positive outcome. Estate planning isn’t about how much money you have; it’s about protecting what you have during your life and for those you love after you’re gone. It ensures […]

13 June 2013 0 Comments

Getting Finances in Order Post-Divorce

ShareGetting divorced can be very emotional and stressful. You may feel overwhelmed about how to get on with your life without your spouse. You may feel pain and devastation on a daily basis. However, it is important for you to overcome your grief and move forward. If your marriage is coming to an end, make […]