by Deliberato Law Center | Jan 3, 2023 | blog, Estate Planning, Estate Planning Education
Once upon a time, amassing a million dollars for retirement meant that your golden years would be very golden indeed. But what about now—is a million dollars still enough money to enjoy a luxurious retirement? The good news is that more than 20 million people in the...
by Deliberato Law Center | Nov 30, 2022 | blog, Estate Planning, Estate Planning Education
A pour-over will is a type of last will and testament typically used in trust-based estate planning. Unlike a traditional will, which directs how your property will be distributed to beneficiaries, a pour-over will states that assets not funded into your revocable...
by Deliberato Law Center | Oct 27, 2022 | blog, Estate Planning, Estate Planning Education
Perhaps you have considered selling your current home, buying a smaller one, and using the difference to help fund your retirement. A recent article on Investopedia.com explores this approach and details the mistakes you must avoid. Here are some of the highlights....
by Deliberato Law Center | Oct 4, 2022 | blog, Estate Planning, Estate Planning Education
Nothing about parenting is easy and yet, with at least most of the skills you need to role model, you have personal experience to draw on. You know a thing or two about communication, the importance of staying active, balanced eating, etc. from your own life...
by Deliberato Law Center | Sep 28, 2022 | blog, Estate Planning, Estate Planning Education
An IRA Trust can help you control distributions after you pass away and restrict access to beneficiaries who might squander the funds of your IRA. How does an IRA Trust accomplish this? Let’s say your IRA is left directly to your beneficiaries outside of a trust. In...
by Deliberato Law Center | Sep 16, 2022 | blog, Estate Planning, Estate Planning Education
An estate plan enables you to make sure that your assets are distributed to the people and organizations in the manner you intend after you are gone. Once your estate plan is in place, there are a number of important documents that need to be kept in a safe place but...
Recent Comments