Estate planning lawyers always emphasize the fact that there is no one-size-fits-all, cookie-cutter estate plan that is right for everyone under all circumstances. There are many different factors that go into it, and there are diverse strategies that can be implemented. This is why it is extremely important to discuss your unique situation with an experienced, expert estate planning attorney before you make any decisions. People that act without enough information often make mistakes that … [Read more...] about What Is a Supplemental Needs Trust?
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Medicare Coverage Gap Can Decimate Your Legacy
When you pay FICA or self-employment taxes, it may seem like you are just pouring money down a black hole that will never come back around to provide any benefits for you. In fact, this is really not the case. You earn retirement credits when you pay these taxes, and anyone that works full-time or consistently on a part-time basis will receive the maximum four credits per year. When you have at least 40 credits to your name, you will qualify for Medicare and Social Security when you are a … [Read more...] about Medicare Coverage Gap Can Decimate Your Legacy
The Questions of Estate Planning, Part 5: How
People often have questions about Estate Planning. This is the fifth in a series of articles addressing those questions. This fifth article addresses “how” to do Estate Planning. Read on to learn more. The Questions of Estate Planning, Part 5: How … [Read more...] about The Questions of Estate Planning, Part 5: How
Continuing Legal Education in San Diego
Staying up-to-date is important. That’s especially important in Estate Planning and Elder Law. Academy members attending the semi-annual Academy Summit conference in San Diego learned about the latest developments in Estate Planning and Elder Law. Read on to learn more. Continuing Legal Education in San Diego … [Read more...] about Continuing Legal Education in San Diego
Consider These Advanced Estate Planning Tools
There are numerous different legal devices used in the field of estate planning, and the right choices will depend upon the unique nature of each respective situation. We are going to address advanced estate planning tools in some upcoming blog posts, and we will start right here with two trusts that can be quite useful for high net worth individuals. Federal Estate Tax Both of the trusts that we are going to look at here are used to obtain estate tax efficiency. Because of this, we should … [Read more...] about Consider These Advanced Estate Planning Tools
