by Randy Coleman | Jan 12, 2020 | Beneficiary Designations, Estate Planning, Estate Planning Lawyer, Income Taxes, Individual Retirement Accounts, IRAs, Retirement Accounts, Retirement Planning, Revocable Living Trusts, ROTH IRAs, Stand Alone Retirement Account Trusts |
Why You Need to Act Now to Protect 1/3 of Your Retirement Accounts and Avoid the Negative Impact of the Secure Act! The Setting Every Community Up for Retirement Enhancement Act (from now on the “Secure Act”) became law effective January 1, 2020. You can’t change...
by Randy Coleman | Feb 14, 2019 | Disability Planning, Durable Power of Attorney, Estate Planning, Health Care Power of Attorney, HIPAA, No Will, Retirement Accounts, Retirement Planning, Revocable Living Trusts, Stand Alone Retirement Account Trusts, Trusts, Wills & Trusts Law |
There are several reasons why you should update your trust or perhaps your entire estate plan. While estate planning documents do not necessarily have a shelf life, they may not fulfill your goals when your circumstances change. You cannot avoid the need to update...
by Randy Coleman | Nov 13, 2018 | Estate Planning, estate tax, Estate Taxes, Income Taxes, Retirement Planning, Trusts, Wills & Trusts Law, Wills and Probate |
What’s the impact of midterm elections and estate planning? Estate planning is meant to be an ongoing process, not a one-time transaction. In the same way that you never stop budgeting, saving, and investing as you go through life, it is also sensible to see...
by Randy Coleman | May 26, 2017 | Disability Planning, Elder Care, Elder Law, Estate Planning, estate tax, Guardianship, Living Will, Long Term Care, Medicaid Planning, Nursing Homes, Retirement Planning, Special Needs Trusts, Uncategorized, Wills & Trusts Law, Wills and Probate |
A new book suggests that estate planning and elder care and a loved one’s death are especially important for today’s complex modern families. In Homeward Bound: Modern Families, Elder Care, and Loss, the authors contend that the current approach to estate...
by Randy Coleman | Mar 17, 2017 | Elder Care, Long Term Care, Medicare, Retirement Planning |
Philip Moeller. Get What’s Yours for Medicare: Maximize Your Coverage, Minimize Your Costs. Simon & Schuster. New York, N.Y. 2016. 29. Medicare is a mixed blessing. On the one hand, it provides guaranteed coverage for Americans over age 65 or who are...
by Randy Coleman | Sep 23, 2015 | Designation of Health Care Surrogate, Elder Care, Elder Law, Living Will, Long Term Care, Medicaid Planning, Nursing Homes, Retirement Planning, VA Aid and Attendance, Veterans Pension Benefits |
Introduction – Planning For Long Term Care Most Americans do not know, or refuse to accept, the facts surrounding their potential need for long-term care and the costs associated with it. This was reconfirmed recently in a telephone survey of 1,735 Americans...
