Downs Law Firm, P.C.
It’s hard for a family to recuperate when the patriarchs and matriarchs have gone to glory, leaving a battle for who will carry the family’s leadership role and manage the family’s transition of wealth.
ABLE accounts are a way for people with disabilities to save and spend money, while protecting their access to public benefits.
Leaving behind a huge tax bill for your heirs with the stretch IRA scuttled? Here are some ways around it as lawmakers consider an updated SECURE Act.
Our forest has lost a great tree with the loss of our matriarch. There is mourning. But the space left behind allows those remaining to grow into new roles and take their places in her stead
Knowing when to retire and when to begin claiming benefits comes down to understanding yourself — and your finances.
A competent elder law or estate attorney can keep the estate process on track, and knows of provisions like family allowances, benefits to prepaying inheritance tax, even where the tax return is not yet complete and a listing of itemized deductions.
These agents take over your affairs in specific areas, if you become physically or mentally incapacitated.
No one likes doing taxes, but the task is even more daunting when filing a return for someone who has died.
Preparing for an estate sale can be a difficult and emotionally challenging task.
Whether you drew up a will recently or years ago, keep in mind it’s generally not something you can set and forget.
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