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Category Archives: Estate Planning
New iOS Update Is The Best Thing To Happen To Your Estate Plan Since The Annual Gift Tax Exclusion
As millennials approach age 40 and become more aware of their mortality, there is plenty of resentment between generations. Baby Boomers are easing into retirement knowing that, even if they have had to invade their savings when dealing with the unexpected several times since their children left the nest, they can still rely on… Read More »
Millennials And Generation X, Your Estate Planning Lawyer Is Cheering You On As You Work Toward Zero Debt
Most people below the age of 55 don’t put much thought into estate planning, but the COVID-19 pandemic may have changed that. Even before the new variants emerged, the pandemic made young and middle-aged adults aware of our mortality. It also gave us plenty of time to think about what it is worthwhile to… Read More »
Lady Bird Deeds Give You A Sense Of Security While Enabling You To Keep Your Options Open
What is the most beautiful bird in Florida? Is it the flamingo or the roseate spoonbill? The greater blue heron or the majestic anhinga? The snowy egret or the purple gallinule? When it comes to estate planning, the most beautiful bird is the lady bird deed, an elegant solution to the thorny situation of… Read More »
Saying Good Riddance To Clutter And Debt When You Retire
Having a friend who has adopted the decluttering ethos and wants you to join them in it is as annoying as having a friend who really wants you to join a multilevel marketing business opportunity. Your decluttering enthusiast friend might try to tell you that the winter coats in your closet and the tchotchkes… Read More »
With A Few Simple Home Upgrades, Aging In Place Is Feasible For Seniors With Mobility Issues
If you paid off your home mortgage before retirement, you might think that you are set for life, and you would be partially correct. From a financial standpoint, staying in your paid off house is the best choice; plus, there is the added bonus that your grandchildren get to celebrate holidays in the same… Read More »
Transferring Property To Your Children Outside Of Probate: What Not To Do
A large body of Internet content justifies its existence based on the assumption that taxes are for chumps. While estate planning lawyers certainly do not encourage tax fraud or tax evasion, they do help you benefit from laws that enable you and your heirs to pay lower taxes based on how you allocate your… Read More »
3 Stress-Free Sources Of Passive Income For Retirees
One of the best things about being retired is that your identity is no longer tied to things you do to make money. When you are retired, you get to spend your time doing the things that you find the most meaningful and enjoyable, whether that means visiting family and friends, sharing the products… Read More »
Maybe Early Inheritance Isn’t Such A Great Idea
If you have enough money that you could afford to retire, but you are still working, your motivation might be the desire to help your children and grandchildren pay for things that they want and need. As you sit in rush hour traffic, you might daydream about the things your children might do with… Read More »
For Memorabilia Collectors, Estate Planning Can Be Fun
When you were a kid, collecting baseball cards was fun; once you went to college, many of your peers had outgrown the hobby. Meanwhile, your parents started telling you that your baseball card collection was kid stuff, and at some point, they might have even given you a deadline to get your own apartment… Read More »
Millennial Golden Girls: The New Retirement Planning Strategy?
The more things change, the more they stay the same. Perhaps in 2060, kids will have the same response to the question “What did you do during summer vacation?” as they have now. They will still say, “I went to Florida to visit my Grandma.” Visiting Grandma in Florida might be different when millennials… Read More »
