May is Senior Citizen’s Month, a time to reflect and appreciate all the things the seniors in our lives have…
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There is no shortage of advice flying around about estate planning, much of it from people who aren't even lawyers. Get insight on the popular pitfalls and how emerging economic shifts like cryptocurrency can affect your plan.
Striking a Balance Between Funding Your Retirement and Your Child’s Education
Many parents perceive a conflict between funding a child’s college education and building their own retirement nest egg. The conflict usually arises from the lack of financial resources to do both while funding daily living expenses, so parents become stuck…
The Risks of Poorman’s Estate Planning: How to Pass on Property & Avoid Probate the Right Way
They call it the “poor man’s estate planning.” Put your child on the title to your deed and avoid probate. Yet this “poor man’s” planning often ends up, well, poorly; and costing a lot more for the people you love.…
Congratulations! It’s an Estate Plan! Protecting Your Newborn From Birth
In the process of becoming new parents, many couples become experts at planning – scheduling the birthing classes, planning the new nursery, even picking out a preschool. There is so much to think about before you welcome your new child.…
What We Can Learn From Downton Abbey About Estate Planning
Downton Abbey – the PBS drama about the fortunes and misfortunes of an aristocratic British family in the early 20th century that has taken American audiences by storm – gets most of its gripping plot twists as the result of…
New Social Security Rules and Services for 2013
There have been a number of new rules and services implemented by the Social Security Administration for 2013 that affect a majority of American workers as well as retirees: Expiration of the payroll tax cut. Workers may have already noticed…
5 Ways to Ease the Pain of the Payroll Tax Hike
While the fiscal cliff tax deal cut by Congress last month targeted primarily higher wage earners, every American worker is feeling the effects of the payroll tax hike that went into effect on January 1, raising the Social Security payroll…
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