RMDs are legally required and it is best to study up on them, because taxes can be 50%.
Required minimum distributions are not always a common name to retirees but they should be, according to Forbes in “5 Things to Know...
Estate Planning Blog – Surprenant, Beneski & Nunes
There are Many Reasons to Have a Will
Prince did not leave a will and many, many relatives showed up to stake a claim.
Not having a will can create some difficult situations for your loved ones and some of them are not expected, according to Arizona Central in
Social Security Myths Can Create Problems
More than half of seniors file early for benefits.
Some people may find it necessary to file for Social Security because of circumstances, such as a job loss. However, it is really important to make sure you are making...
Don’t Forget Digital Assets, when Estate Planning
You can direct what happens to those digital assets, even if it means destroying them.
Almost everyone has digital assets in today’s world and it is important to protect access to them in your estate...
Three Documents You Really Should Have
Who do you want to be responsible for your well-being?
A will, power of attorney and health care power of attorney are the key building blocks of your estate plan, according to the Traverse City Record Eagle in “Simple steps to...
ESTATE PLANNING AND THE NEW PARENT by Attorney Erin L. Shea, Esq.
I’m a “new” mother. I have a 2 ½ year old son and 8 month old twin daughters. Each and every day, I worry and plan for what seems like a million different scenarios. Did I remember to order more baby wipes?...
Graduation Over? Time to Consider Legal Documents
You can no longer make medical or financial decisions for your children without proper paperwork.
It is wonderful to bring up the children, make sure they are educated and see that 18th birthday come along. However, it is important to...
Thinking Retirement? Start with a Will
Sometimes even having a will is not enough.
Most people do not want their finances released to the public. However, if they are not careful with their estate plan, their financial world will become an open book, according to...
Planning on Disinheriting a Child? Best to Be Careful!
Where does help become undue influence?
The law is very specific when it comes to disinheriting your child, so it is a good idea to be perfectly clear on your wishes or it can backfire, according to the Santa Cruz...
It Is Hard to Believe but It May Not Be about the Money
Leaving a legacy isn’t always about making a big bequest.
A Bank of America/Merrill Lynch Ave Wave survey came up with some interest information, according to The Voice in “How to leave a legacy no matter how...