by Deliberato Law Center | Nov 14, 2016 | Uncategorized
Workers in some states will soon have another option to save for retirement. California is the latest state to pass a law that establishes state-run retirement plans for workers who do not have a plan through their employer. A handful of other states already have...
by Deliberato Law Center | Nov 14, 2016 | Uncategorized
Social Security benefits will rise only slightly in 2017. This follows no increase in benefits in 2016 and small increases for many of the previous years. The small bump in 2017 will likely be eaten up by higher Medicare Part B premiums. The nation’s more than...
by Deliberato Law Center | Nov 14, 2016 | Uncategorized
Although it is often said that nothing is certain except death and taxes, the one tax you may be able to avoid or minimize most through planning is the tax on capital gains. Here’s what you need to know to do such planning: What is capital gain? Capital...
by Deliberato Law Center | Nov 11, 2016 | Uncategorized
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by Deliberato Law Center | Nov 7, 2016 | Uncategorized
[vc_row][vc_column][vc_custom_heading source=”post_title”][vc_column_text]The phrase “life estate” often comes up in discussions of estate and Medicaid planning, but what exactly does it mean? A life estate is a form of joint ownership that...
by Deliberato Law Center | Nov 4, 2016 | Uncategorized
There are some serious drawbacks to many options for giving gifts to grandchildren. Either there are no tax or estate planning advantages, or you have no control of the funds (or lose control after a certain point), or the money could affect a grandchild’s...
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