by Deliberato Law Center | Jun 28, 2019 | Estate Planning Education, Uncategorized
Despite the IRA being intended as a retirement account and not an estate planning vehicle, many individuals use it for this purpose. The stretch IRA works seamlessly in this capacity, allowing designated beneficiaries to extend distributions from inherited individual...
by Deliberato Law Center | Jun 20, 2019 | Estate Planning Education, Medicaid, Uncategorized
It goes without saying that growing old is hard. Not only must those entering this stage of life navigate the enormous shifts provoked by retirement, changing family roles, and the loss of lifelong companions, but often times are also faced with medical challenges...
by Deliberato Law Center | Jun 8, 2019 | Estate Planning Education, Uncategorized
For us mere mortals, thinking of our savings and investment holdings as an “estate” might feel like a leap. After all, the term evokes images of far-flung vacation homes, head-turning cars, and eight-digit bank accounts. Few boast such luxury and yet, no matter how...
by Deliberato Law Center | May 31, 2019 | Estate Planning Education, Uncategorized
As we age, our financial acuity drops by one percentage every year after we turn 60. The irony is that, as our financial acuity drops, our financial confidence actually increases. The older we get, the bigger the gap between our actual skills and what we think we can...
by Deliberato Law Center | May 15, 2019 | Estate Planning Education, Uncategorized
If you’re reading this, chances are that you have an estate plan. Great! Most Americans haven’t devised a will or planned their estate at all, so congratulations for being prepared! However, having a plan is just the first step in proactive asset management. Regular...
by Deliberato Law Center | May 4, 2019 | Estate Planning Education, Uncategorized
If you’ve been pondering how to best organize your estate, you know that there is a lot to think about. Beyond designing a will, you ought to consider setting up a living trust, filing power-of-attorney documents, organizing bond or stock certificates, and researching...
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