Earning Limits for Social Security?
March 16, 2022
Knowing when to retire and when to begin claiming benefits comes down to understanding yourself — and your finances.
Downs Law Firm, P.C.
Financial Planning
Should I Delay Filing for Social Security?
October 26, 2021
In a rush to file for Social Security benefits at age 62? Many people are, but slow down and do the math first – or you might regret it.
My Estate is Beneficiary of My IRA
March 30, 2021
When an estate is named beneficiary of an IRA, what is the method of distributing it to one individual in the most tax-effective way?
Do I Have to Accept an Inheritance?
October 2, 2020
No one has to accept inherited assets. Inherited assets can be disclaimed.
How Do I Survive Job Loss in My 50s?
September 3, 2020
Losing a job is almost always traumatic. In your 50s, job loss can be devastating — and devastatingly common.
What Should I Know about Beneficiaries?
August 11, 2020
When you open a financial account, you’re often asked to name a beneficiary. Simply stated, a beneficiary is someone who is entitled to the benefits of the account on the death of the account holder. For example, if you’ve purchased life insurance, you name a beneficiary who receives the benefits of the policy when you pass away.
Handling Inherited Investments?
February 20, 2020
Receiving an inheritance can be a double-edged sword. On the one hand, it’s overwhelming, thanks to the intense emotions associated with losing a loved one combined with the confusion about what to do with the newly acquired assets. On the other, an inheritance can re-invigorate your finances and create new opportunities for you and your family.
What Does an Estate Planning Lawyer Really Do?
January 15, 2020
Estate planning is a systematic process, which involves getting your personal and financial goals for the time you pass away or become mentally incapacitated. It is also known as a last will, and almost everyone does this planning for their family.
An Inheritance and Divorce?
December 4, 2019
An issue that frequently arises is the treatment of an inheritance received by a spouse during the marriage. The basic rule is that any property received via gift or inheritance during the marriage is exempt from equitable distribution.
How Do Prenuptial and Postnuptial Agreements Vary?
June 19, 2019
What is the difference between a prenup and a postnup? Do you need one? And if so, which is the right fit for your marriage?
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