What Is an Independent Living Community?
January 14, 2020
If you want to enjoy the company of other people your age, an independent living center might be a good fit for you.
- 1067 N. Mason Road, Suite 3, St. Louis, MO 63141
If you want to enjoy the company of other people your age, an independent living center might be a good fit for you.
Portability first emerged as an estate planning strategy in 2011 and 2012 from the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010. It was made permanent by the American Taxpayer Relief Act of 2012.
When you remarry, you’re not only combining residences with your new spouse, you’re also merging your finances. If you have children, it may involve some financial-related stress.
You should not delay in applying for a VA pension. It takes about nine months, on the average, to go through the application process and get approval of your VA pension request.
Having a trust is just one important piece of the puzzle, when planning for your financial legacy. Another piece: your trustee.
I’m in my 80s and have a substantial sum in retirement accounts that I plan to leave to my children. Will they have to pay estate taxes on it?
Everyone’s heard the stories of celebrities who died without a proper estate plan in place. It’s been a hot topic in the last few years with Prince and Aretha Franklin serving as unfortunate faces of the phenomenon. However, it’s not just freewheeling entertainers.
A charitable remainder trust can be used to help accomplish numerous financial planning objectives. However, complex legal requirements must be met to secure many of the benefits a CRT offers.
Going straight from a busy work life to ‘retired’ can be difficult, if you haven’t mapped out your path. Preparing yourself effectively involves both financial and lifestyle choices.
If someone has lost capacity to execute legal documents and has no power of attorney in place or has a power of attorney that is no longer usable (for example, if the named agents are deceased), a guardianship proceeding may be the only recourse.
1067 N. Mason Road, Suite 3
St Louis, MO 63141
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