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...
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...
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