by Deliberato Law Center | Apr 12, 2021 | Estate Planning Education, Uncategorized
If the Covid-19 pandemic has left one lasting lesson, it is that the future really is uncertain. In the span of weeks, a virus can swarm the world and put everyone’s lives at risk. In light of this, planning for the unknown becomes essential. Every adult, no matter...
by Deliberato Law Center | Mar 22, 2021 | Business succession, Estate Planning Education, Probate, Small businesses, Uncategorized
While every adult needs an estate plan, the need is even greater if you own a business. Why? Because business owners’ assets are more complex than those of the average person and protecting them is a matter of maintaining one’s livelihood. This holds true for both...
by Deliberato Law Center | Mar 15, 2021 | Estate Planning Education, Uncategorized
Estate planning and charitable giving are a natural fit. The golden years of life are about enjoying all you have worked for and preparing the legacy you will leave for future generations. For many, this means identifying causes they wish to support and organizations...
by Deliberato Law Center | Mar 8, 2021 | Estate Planning Education, Uncategorized
Reaching retirement is the final leg of a long race and like all races, if you don’t plan for the end, you’re more likely to collapse across the finish line than sprint into glory. In the world of sports, preparedness means pacing yourself and packing water; in the...
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...
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