Clients often want the simplest estate planning solution possible. While keeping it simple is an understandable goal, the simplest solutions are not often the best. This article shows a couple simple solutions for estate planning and why, in most circumstances, a living trust is at the center of a more robust estate plan and more likely to provide the desired protections. Estate Planning: … [Read more...]
Vero Beach Medicaid Attorneys Explain the Spend Down Rules
If you are contemplating the need for long-term care for yourself, or for an elderly loved one, in the future you may be worried about how to pay for that care when the time comes. If so, you are certainly not alone. The high cost of long-term care (LTC) is a concern for the vast majority of seniors in the United States. One avenue you may pursue for assistance with LTC expenses is qualifying for … [Read more...]
How Are You Planning for Long-Term Care (LTC) Expenses?
What’s the right direction for you in planning for future medical expenses? The odds are even that you’ll need long-term care (LTC) after age 65, at least for a while. Here are possible paths for covering those potential costs. How Are You Planning for Long-Term Care (LTC) Expenses? … [Read more...]
Trust Attorneys Talk about How a Trust Might Fit into Your Estate Plan
Although you will likely execute a Last Will and Testament when you initially create an estate plan, you will likely incorporate additional estate planning tools and strategies into that plan as both your assets and your family grow. One of the most common additions to a comprehensive estate plan is a trust. The trust attorneys at Kulas Law Group discuss how a trust might fit into your estate … [Read more...]
Vero Beach Elder Law Attorneys Explain the “Granny Scam”
As a grandparent, there is likely not much you wouldn’t do to help a grandchild. Sadly, there are scam artists out there who use that fact to prey – with much success -- on the elderly in what has come to be known as the “Granny Scam.” In an effort to help prevent you from becoming a victim, the Vero Beach elder law attorneys at Kulas Law Group explain the “Granny Scam” and offer tips to help you … [Read more...]
Planning for Retirement Plans and IRAs: Beneficiary Designation
Perhaps the largest part of most Americans’ wealth is in their qualified plan or IRA. Planning for these assets is one of the most important parts of the estate plan, for many reasons. This article will discuss the importance of beneficiary designations. Planning for Retirement Plans and IRAs: Beneficiary Designation … [Read more...]
Estate Planning: The Simplest Plan is Usually Not the Best
Clients often want the simplest estate planning solution possible. However, the simplest solution is doing nothing. Usually, doing nothing does not result in the desired outcome. Estate Planning: The Simplest Plan is Usually Not the Best … [Read more...]
New Tax Law May Affect State Income Tax, Too!
The new tax law has many impacts on state income taxes in 2018. The law limits the deductibility of state income taxes for federal purposes. It also raises the federal standard deduction amount. However, taxpayers should consider the impact on their state income tax of the decisions they make to minimize their federal taxes. This article examines why. New Tax Law May Affect State Income Tax, … [Read more...]
Retirement is Complicated
Many factors go into retirement decisions. This article examines many of those factors, such as where to retire, access to healthcare, income taxation, estate taxation, property taxation, etc. This article includes many links to helpful lists. Retirement is Complicated … [Read more...]
Port St. Lucie Estate Planning Attorneys Warn Against the Use of DIY Documents
Have you been putting off the creation of your estate plan because you never seem to have the time and/or money to get it done? If so, you are hardly alone. Over half of all Americans don’t have an estate plan in place despite understanding the importance of having one. One mistake you do not want to make at this point is to try and remedy your problem by using “Do-It-Yourself” (DIY) estate … [Read more...]
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