Are you ready for retirement? Do you know that most people find trouble emotionally adjusting to retirement in the first few weeks? There are three emotional fear factors when people consider retirement: The loss of professional status. Concern over how to spend the extra time.Fear of a …
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Article on Heir Hunting
David Horton and Reid K. Weisbord recently published an Article entitled, Heir Hunting, University of Pennsylvania Law Review, Vol. 169 (2021 Forthcoming). Provided below is the abstract to the Article: For more than 150 years, companies called “heir hunters” have operated in the shadows of …
Three Steps To Estate Planning
One problem that frequently stems from the inheritance process is fractured relationships between siblings. Unfortunately, the common denominator in many of these situations is the parents' estate plan. In this article, I will introduce you the three steps to estate planning Many parents …
Major Changes Come to Kiddie Tax
The SECURE Act's fix to the TCJA glitch — that's how Forbes describes what's been going on with the football that is called the Kiddie Tax. When the Tax Cuts and Jobs Act changed the way the Kiddie Tax was figured, it caused a lot of concern for families with children with unearned income. The fix …
It’s Time To Revisit Your Estate Plan
The physical and financial health challenges caused by the COVID-19 pandemic gave us time to rethink our priorities and expectations. Now we know: it's time to revisit your estate plan. Estate planning is one area that has received a lot of attention, and for good reason. Before you contact …
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