by Deliberato Law Center | Feb 25, 2021 | Estate Planning Education, Uncategorized
Before the SECURE Act being signed into law on December 20, 2019, a common strategy for ensuring a beneficiary gained the largest possible benefit from an inherited IRA was to “stretch” distributions throughout their lifetime and thereby avoid unnecessary income tax....
by Deliberato Law Center | Feb 16, 2021 | Estate Planning Education, Uncategorized
There comes a time in every parent-child relationship where the hierarchy of caretaker and caregiver flips. Rarely is this a comfortable moment—after all, when is change ever easy? What’s important to focus on is, the potential difficulties can be mitigated by...
by Deliberato Law Center | Feb 10, 2021 | Estate Planning Education, Uncategorized
Conventional wisdom states that you should revise your estate plan every three or so years or any time a major life event occurs. This is not only because as you age, your priorities change and your family evolves, but also because estate planning legislation is...
by Deliberato Law Center | Feb 1, 2021 | Estate Planning Education, Medicaid, Uncategorized
On the very short list entitled “Covid-19 Silver Linings” there is one especially noteworthy item: due to the pandemic women, more than at any other time, are taking control of their finances. This is, of course, a development that has been in the works for years....
by Deliberato Law Center | Jan 21, 2021 | Estate Planning Education, Small businesses, Uncategorized
You’re far from alone if the idea of revisiting your 2020 financial performance makes you shudder. After all, it wasn’t an easy year for anyone (except maybe Jeff Bezos and Elon Musk). Fully 62% of US adults report falling short of their 2020 financial goals while...
by Deliberato Law Center | Jan 19, 2021 | Estate Planning Education, Small businesses, Uncategorized
The year 2020 left us little to celebrate and yet it wasn’t without silver linings. To point this out is not to make light of the extraordinary pain so many have suffered (and continue to suffer), but simply to acknowledge the few good things that 2020 left behind....
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