March 19, 2020 •
Estate Planning Most American adults own life insurance, yet the buying process can be perplexing and pose traps for the unwary — and cause financial problems years down the road.
Read MoreOn March 13 President Trump declared a national emergency due to extraordinary circumstances resulting from Coronavirus. This Declaration opens up new methods for employers to provide tax-favored financial assistance to employees affected by the virus.
Read MoreMarch 18, 2020 •
Estate Planning Older drivers these days are keeping their licenses longer and logging more miles on their cars than in the past, according to the Insurance Institute for Highway Safety. Nevertheless, fatal crash rates do tend to increase considerably after age 70 and reach their peak among drivers 85 and older.
Read MoreMarch 17, 2020 •
Estate Planning About 55% of Americans do not have a will. Even more worrisome is the fact that less than one in five millennials have a will. The top reason why Americans don’t have a will, is simply procrastination, followed by the feeling of not having enough assets, and a fact that it’s too expensive to set up.
Read MoreMarch 16, 2020 •
Estate Planning “Don't panic” has been a common refrain from government leaders, public health professionals, and across social media from well-meaning people trying to keep everyone calm during the coronavirus pandemic.
Read MoreMarch 16, 2020 •
Estate Planning Research shows that moving 401(k)s to after-tax contributions would boost tax returns in the short term, but leave retirees worse off.
Read MoreMarch 14, 2020 •
Estate Planning One Justice from the Florida Supreme Court commented that the expensive litigation far outweighed any savings resulting from the pre-printed form.
Read MoreMarch 13, 2020 •
Estate Planning An End-of-Life Checklist can avoid any confusion or questions that may arise among different family members.
Read MoreAfter a lifetime of working and saving, retirement is the light at the end of the tunnel. Most of us envision it as a time of rest and relaxation, when we enjoy the fruits of our labors. We envision a steady source of income without the need to go to work each day.
Read MoreMarch 11, 2020 •
Estate Planning Some health care facilities in our area say they are seeing more cases of early-onset dementia than ever before.
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