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8 Tips to Maximize Your IRA

Estate Planning

Use these suggestions to boost the balance in your retirement nest egg.

07/12/22 • by: Vick Law, P.C.

Estate Planning Tips for Solo Seniors

Estate Planning

So, what happens with your estate plans if you are not in a traditional nuclear family? There is quite a lot that can fall under the umbrella of a non-traditional family, and the recommendations will vary depending on your specific circumstances.

07/11/22 • by: Vick Law, P.C.

7 Estate Planning Tips You Need Now

Estate Planning

Since we’re all going to die (yes, even those of us who are still in our 20s!), we might as well make things easier for the loved ones who, along with grieving our loss, will have to deal with the financial and logistical pieces of our lives.

07/08/22 • by: Vick Law, P.C.

How Do I Store Estate Planning Documents?

Estate Planning

A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents are the most important step, that is irrelevant if the documents are lost when they most need to be used.

07/05/22 • by: Vick Law, P.C.

How Is a Transfer on Death CD Account Taxed?

Estate Planning

Certificates of deposit (CDs) are a low-risk way of putting some money aside for the short- to medium-term future and are a popular way for seniors to earn a modest return on their savings.

06/30/22 • by: Vick Law, P.C.

Living Trust vs. Estate Plan - What's the Difference?

Estate Planning

In this article, we will address two terms which some people use interchangeably, but which are very different things: living trusts and estate plans.

06/28/22 • by: Vick Law, P.C.

Can a Gun Collection be Part of My Estate Plan?

Estate Planning

Firearms are unique in this regard; guns are the only item of personal property that carry an inherent risk of legal peril, including potential criminal liability, so careful and deliberate planning is warranted.

06/27/22 • by: Vick Law, P.C.

Do Supplemental Needs Trust Impact Government Benefits?

Estate Planning

For disabled persons receiving financially based government benefits, supplemental needs trusts (‘SNTs’) can safeguard benefits and serve as an effective estate planning tool.

06/24/22 • by: Vick Law, P.C.

Has COVID-19 Made People More Aware of Estate Planning?

Estate Planning

Close to half of respondents earning $80,000 a year or more have a will, an increase of 7% since 2020, according to Caring.com.

06/23/22 • by: Vick Law, P.C.

Should You Create a Funeral Trust?

Estate Planning

What exactly is a funeral trust? Funerals can be quite expensive and may leave your family with an unexpected large expense. Continue reading to learn how a funeral trust may help.

06/21/22 • by: Vick Law, P.C.

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Estate Planning Blog

8 Tips to Maximize Your IRA

Estate Planning Tips for Solo Seniors

7 Estate Planning Tips You Need Now

How Do I Store Estate Planning Documents?

How Is a Transfer on Death CD Account Taxed?

Living Trust vs. Estate Plan - What's the Difference?

Can a Gun Collection be Part of My Estate Plan?

Do Supplemental Needs Trust Impact Government Benefits?

Has COVID-19 Made People More Aware of Estate Planning?

Should You Create a Funeral Trust?

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