When it comes to estate planning, a little information can go a long way. In our blog, our legal team explores common problems we see when reviewing estate plans, as well as tips you can put into practice immediately to protect your future.
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Beware of COVID-19 ScamsThe stories of scams happening to people, particularly to seniors, is certainly not new. However, amidst this coronavirus ... Elder Abuse
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The IRS Has Extended Deadlines in Continued COVID-19 ReliefIn an effort to help taxpayers amidst the COVID-19 crisis, the Department of Treasury and the Internal Revenue Service ... Taxes
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Instead of Stocking Up on Toilet Paper, You Really Should Be Doing THIS Right Now!If you (or your spouse, together) have IRAs totaling over $150,000, read on... Your IRAs Are Ticking Tax Time Bombs! The ... IRA
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Answers to the Common Questions We’re Now Getting from ClientsWe recently sent you an e-mail regarding the current status of our office and our services. However, we still received a lot ... Current Events
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When It Comes To Dividing Your Estate Between Your Children (or Other Beneficiaries), What’s Really “Fair”?By Philip Kavesh, Attorney "That's not fair!" What parent of youngsters hasn't heard that countless times? It's a ... Beneficiaries
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Five Frequently Asked Questions about Memory LossContributed by Belmont Village Most of us have moments when we struggle to remember. It's not unusual to worry, or to be ... Memory Care
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Lessons from KobeOn January 26th, the world was shocked by the sudden and tragic passing of basketball legend, Kobe Bryant. Add to that ... Current Events
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New “SECURE” Act Makes Your IRAs Less Secure!IRA OWNERS BEWARE New "SECURE" Act Makes Your IRAs Less Secure! If you have IRAs that in total including ... Secure Act
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Top Ten Tips for Maintaining Your BrainBy Belmont Village Most of us know we need to exercise to keep the body fit, but what about mental fitness? How many people ... Memory Care
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Tips for Setting (and Keeping!) Those New Year’s Resolutions in 2020It's that time of year again. #NewYearNewYou Everyone begins to set resolutions of the new year. The gyms begin to fill up. ... Lifestyle
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It’s Time for a New Year’s Resolution That You’ll Actually Keep!By Philip Kavesh, Attorney Would you drive a car without auto insurance and just wait to get it until after you have a bad ... Estate Plan
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If You Have an IRA Inheritance Trust®, Read This!By Phil Kavesh, Attorney Finally, on December 20, the Congress actually passed some important bipartisan ... IRA Inheritance Trust