Tag: Pension

We Want to Draft Your Legacy

What are Mistakes to Avoid with Beneficiary Designations?

August 12, 2022
Here are five critical mistakes to avoid when dealing with your beneficiary designations.
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Senior Second Marriage and Estate Planning

June 3, 2022
More Americans are now getting married over the age of 65 than ever before. Even though this may be a second or third marriage for many, caregivers should nevertheless be aware of certain aspects that shouldn’t be ignored amidst all the wedding plans and celebrations.
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How to Avoid Giving Estate to Your Ex

February 10, 2022
State laws generally make it so that once a married couple is divorced, ex-spouses lose all property rights.
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Can I Change My Estate Plan During Divorce?

December 8, 2021
At such an emotional time, more paperwork is probably the last thing you want on your to-do list. However, taking a few key steps is critical to your financial future.
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Do I Have to Give My Husband’s Children from First Marriage Anything When He Dies?”

October 14, 2021
Do my husband’s minor children from a prior marriage have any rights to any marital assets acquired during our marriage in the event he dies before me?
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How Do You Divide Inheritance among Children?

July 23, 2021
First, before making a gift or bequest outright to your youngest son, consider whether now or in the future he will possibly be eligible for governmental assistance based on his disability and his own assets.
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Does a Prenuptial Agreement Make Sense?

June 30, 2021
As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.
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Can I Retain Some Assets and Still Be Eligible for Medicaid?

June 14, 2021
The bill for long-term care adds up fast. The annual median cost for a private room in a nursing home was $105,850 in 2020, according to Genworth. The government could pick up these costs if you qualify for Medicaid, but that’s easier said than done.
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Estate Planning and a Second Marriage

March 26, 2021
Married people in second marriages with prior children often have to balance the future well-being of their spouse with that of their own children.
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Divorce, Death and Details: Missteps can Create Estate Planning Disasters

February 18, 2021
After the divorce, Mike logged onto the employer’s benefits system and tried, but failed, to delete Wendy as the beneficiary of his life insurance.
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