Claiming benefits past 70 can be a wise move for those who are able to. But keep in mind certain pitfalls if you decide to choose this option for receiving Social Security benefits.
For disabled persons receiving financially based government benefits, supplemental needs trusts (‘SNTs’) can safeguard benefits and serve as an effective estate planning tool.
It’s never too late to benefit from taking up this type of activity.
The Treasury Department is on the cusp of changing a taxpayer-friendly regulation regarding federal estate taxes, but there’s no need to panic. As long as taxpayers can show that their gifts are truly gifts, they should not be affected by the revision.
When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’
Diabetes can raise the risk of dementia more than four-fold, according to new research.
Medicaid Estate Recovery is the process whereby the government “claws back” your home sto seize it that you were originally told was “exempt” when you went into the nursing home. Relying on this “exemption” on your home is never a sure bet. Good planning is necessary.
Ben Franklin once said, ‘… nothing can be said to be certain, except death and taxes.’ For all certainties in life, the best thing you can do is plan for their eventual occurrence.
One of the most important decisions you’ll have to make when creating an estate plan is which estate planning law firm to work with.
When you lose your mate, you lose so much—your best friend, your equilibrium and your future together. Just when you’re at your lowest, it hits you: You could lose a lot of money, too.
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