Changed jobs? Moved around? Don’t know where your accounts are located?
There may be more retirement money out there for you, if you have changed jobs during your lifetime and haven’t kept track of the accounts, according to the Albany...
Some Retirement Errors Can Be Fixed while Others Cannot
There are mistakes that can be avoided, and others may still be fixed. However, it is better to get it right the first time.
You can spend a lot of time planning for retirement. However, you can still make...
Reasons to hire a CELA®
As we age we face issues, dilemmas, predicaments that too often our life experiences haven’t prepared us for. This includes issues related to health care, long term care planning, guardianship, retirement, Social Security, Medicare/Medicaid, and other important matters. Elder law attorneys specialize...
Passing on Vacation Home? Do They Really Want It?
If you are going to pass it on, you probably want to pass it on sooner rather than later.
You can pass on a gift of $11.4 million under the new tax laws, without paying federal estate tax. However,...
What Is the Best Tool? Could Be a Will, Could Be a Trust
You never know what the future will bring. It is best to make plans and follow them.
It can take a little time, some expense and some difficult planning. However, it is very wise to have an estate planning...
A Durable Power of Attorney Can Be Quite Helpful
A durable Power of Attorney can be set up in different ways.
You do not have to give up total control, when granting a Durable Power of Attorney, according to The Daily Sentinel’s article “Tools to help your aging parent.” Granting a...
Tough Situations May Develop when Inheriting the Family Farm
Tax liabilities can lead to a severe financial misstep.
If you are likely to inherit the family farm, it would be wise to pay special, close attention to your estate planning attorney and CPA, according to Capital Press in “The family...
Even If Your Spouse Dies without Estate Plan, Get Yourself One
Titling assets through joint tenancy works well, until it doesn’t.
Going without an estate plan and relying on titling assets through joint tenancy to surviving spouse can be a workable plan but then again, it can become a nightmare,...
Increased Family Communications Can Help Aging Parents
What is the next step, if aging parents can no longer easily handle financial and legal affairs?
The transition of adult child to caregiver can create some real challenges, when it comes to helping aging parents, according to the Monterey...
Some Ex-Spouses Can Receive Social Security Spousal Benefits
Benefits are available to ex-spouses, under certain circumstances.
As retirement approaches and Social Security benefits become available, it is important for divorced people to be particularly aware of their entitlement rights, according to Yahoo! Finance in “3 Things to Know About...