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How to Create a Financial Planning Bucket List!

How to Create a Financial Planning Bucket List!

by Deliberato Law Center | May 23, 2022 | blog, Elder Law, Estate Planning Education, Probate, Uncategorized

What do Jimi Hendrix, Bob Marley, Pablo Picasso, Steve McNair, Aretha Franklin, and Abraham Lincoln have in common? No, it’s not that they’re all dead (though, yes, they are). It’s not even that they’re all famous (however true, that would be too easy). It’s that they...
Ensuring a Legacy: What Top Musicians are Doing and How It Relates to Capital Gains

Ensuring a Legacy: What Top Musicians are Doing and How It Relates to Capital Gains

by Deliberato Law Center | May 10, 2022 | blog, Estate Planning Education, Uncategorized

Everything has a price, sure, but everything also has an expiration date. A tomato may cost a dollar today but next week it will be worth nothing. Ten years ago a pair of raw denim skinny jeans might have sold for $200; nowadays you couldn’t pay anyone under 30 to...
The Risks of Giving Adult Children an “Advance” on Their Inheritance.

The Risks of Giving Adult Children an “Advance” on Their Inheritance.

by Deliberato Law Center | May 3, 2022 | blog, Estate Planning Education, Uncategorized

There are many reasons you might consider giving your adult children a portion of their inheritance now, while you’re alive and well. Maybe you’ve seen your nest egg grow thanks to a robust stock market, and you have more in savings than you thought you would at this...
NFTs are NBD: Learn How to Get Started and Protect Your Investments 

NFTs are NBD: Learn How to Get Started and Protect Your Investments 

by Deliberato Law Center | Apr 26, 2022 | blog, Estate Planning Education, Uncategorized

What is an NFT? Ask the average person and they might tell you the acronym stands for “Nobody can F***ing Tell.” At first glance, after all, NFTs seem like a bunch of complex nonsense and yet the truth is they’re both NBD (“no big deal” for the acronym adverse) and a...
How to Ensure a Charity Contribution is Followed Through with After You’re Gone

How to Ensure a Charity Contribution is Followed Through with After You’re Gone

by Deliberato Law Center | Apr 6, 2022 | blog, Estate Planning Education, Probate, Uncategorized

‘Tis the season to pay your taxes which means a lot of people are thinking about charity contributions. Giving to charity is not just a generous act in support of a worthy cause but an effective tax planning strategy. When you direct a portion of your assets toward...
Myths and Misconceptions about Retirement Planning

Myths and Misconceptions about Retirement Planning

by Deliberato Law Center | Mar 30, 2022 | blog, Estate Planning Education, Medicaid, Uncategorized

Numerous studies have shown that Americans’ greatest fear regarding retirement is running out of money. Even so, myths abound about planning for retirement, Social Security, the cost of medical care, and more. Let’s explore the reality behind some of the most common...
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