Claiming Social Security Benefits at Age 70

Claiming Social Security Benefits at Age 70

If you are about to turn 70, congratulations on reaching a big milestone.  And if you also have delayed claiming Social Security retirement benefits up till now, you are joining a select group — only 6.5 percent of Social Security recipients put off collecting...
Creating a Loving Legacy for Your Children This Valentine’s Day

Creating a Loving Legacy for Your Children This Valentine’s Day

Valentine’s Day is this month! Do you ever find, as we do, that finding the “perfect” present becomes harder as the years go by? Or that once our children leave the house, getting them a little gift that shows you care sometimes becomes just a phone call or a card?...
Can Unmarried Couples Have An Estate Plan?

Can Unmarried Couples Have An Estate Plan?

Many couples–married or unmarried–want to have inheritance rights. This means they need to execute testamentary documents, such as wills, in order to ensure a solid estate plan. In states that do not recognize common law marriage, the state will not recognize a couple...
Estate Planning for a Second Marriage and Blended Family

Estate Planning for a Second Marriage and Blended Family

Second (or third or fourth) marriages often require careful balancing between the needs of the surviving spouse and the needs of the children from a previous marriage. It takes a certain kind of courage to embark on new marriages after being married previously, even...
Claiming Social Security Benefits at Age 70

How Estate Tax Law Updates Could Impact Your New Year

The new year brings a new outlook on life. As 2022 begins we have new resolutions, new hopes and we also have new tax rules. As the saying goes nothing is as definite as death and taxes. Understanding the new federal tax highlights for estate planning may be helpful...
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