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Tax Scams Involving Charitable Remainder Annuity Trusts

Discover the dangers of tax scams involving Charitable Remainder Annuity Trusts in this informative article. Learn how to protect yourself from fraudulent schemes targeting charitable giving while maximizing the benefits of these trusts.

05/23/23 • by: Vick Law, P.C.

Empowering Seniors: The Journey Behind Vick Law, P.C.

Elder Law | Estate Planning

Discover the personal journey behind the creation of Vick Law, P.C., a law firm specializing in elder law and estate planning. Explore the motivations and the decision to collaborate with ElderCounsel, and learn how the firm is dedicated to empowering seniors and their families with compassionate legal solutions.

05/22/23 • by: Vick Law, P.C.

Why You Must Fund Your Revocable Trust

Estate Planning

The primary benefits of revocable trusts only are available if a revocable trust is FUNDED during life. Unfortunately, experienced estate planning attorneys often have clients who delay the funding of their revocable trusts until it is too late and miss many of the benefits that these trusts provide.

05/18/23 • by: Vick Law, P.C.

Estate Planning to Prepare for Cognitive Decline

Estate Planning

Data from sources like the U.S. Census Bureau shows in no uncertain terms that the U.S. population has grown older over the prior two decades. Estate planning can help you navigate cognitive decline and ensure your wishes are met.

05/18/23 • by: Vick Law, P.C.

Should I Convert to a Roth IRA?

Estate Planning

If you have a Roth IRA, you may be planning to use it as part of your retirement income.

05/18/23 • by: Vick Law, P.C.

3 Key Estate Planning Benefits That Go Overlooked

Estate Planning

The main reason to plan your estate is to make sure that your wishes are followed after you are gone.

05/16/23 • by: Vick Law, P.C.

Golden Strategies: Retirement Workshop

Estate Planning

Golden Strategies Workshop & Webinar - A workshop designed for anyone interested in building strategies for a future retirement as well as those retiring soon, recently retired, or well into their retirement.

05/11/23 • by: Vick Law, P.C.

What are Pros and Cons of a Marital Trust?

Estate Planning

A marital trust is a complex estate planning tool that should be crafted carefully. Because of its tax benefits, you should work closely with an experienced estate planning attorney to ensure that the marital trust is established properly.

05/10/23 • by: Vick Law, P.C.

5 Estate Planning Tips to Protect Parents from Scammers

Estate Planning

Scam artists often target older adults, partly because they have amassed greater wealth and may be more vulnerable.

05/08/23 • by: Vick Law, P.C.

‘When’ is the Big Question in Estate Planning

Estate Planning

People approaching retirement ponder numerous questions. However, I’ve found that many of the most important questions revolve around the word ‘when.’

05/04/23 • by: Vick Law, P.C.

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Estate Planning Blog

Tax Scams Involving Charitable Remainder Annuity Trusts

Empowering Seniors: The Journey Behind Vick Law, P.C.

Why You Must Fund Your Revocable Trust

Estate Planning to Prepare for Cognitive Decline

Should I Convert to a Roth IRA?

3 Key Estate Planning Benefits That Go Overlooked

Golden Strategies: Retirement Workshop

What are Pros and Cons of a Marital Trust?

5 Estate Planning Tips to Protect Parents from Scammers

‘When’ is the Big Question in Estate Planning

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