Estate Planning: Your Family, Your Wealth, Your Legacy.

Archive for October, 2012

When to begin receiving Social Security benefits

by Antoinette Bone on Oct 25, 2012 Posted on Our Blog

When to begin receiving Social Security benefits depends on each person’s individual circumstances. Estate planning also factors into the equation. For example, the amount of funds that a couple needs to continue their desired lifestyle during retirement will affect the amount of wealth they ultimately are able to pass on to their heirs. This article […]

Whether you’ve been divorced or widowed, there’s always the chance of finding new love and making the decision to get remarried. With that said, you may also be facing a variety of circumstances which make this trip down the aisle very different from the last. For example, you may have minor or adult children from […]

On the final day of the 2012 NAELA Annual Conference in Seattle in April, Attorney David A. Cechanowicz, JD, MSFS from Albuquerque, New Mexico, delivered an eye-opening presentation entitled “Maximizing Social Security Income for Dual Income Boomers.” His message was so novel and surprising to many of the boomers and other members of the National […]

Medicare Tax on Investment Income

by Antoinette Bone on Oct 11, 2012 Posted on Our Blog

The Patient Protection and Affordable Care Act of 2010 established a new 3.8% Medicare tax on investment income for high-income taxpayers, which is scheduled to take effect in 2013. The tax will also apply to trusts and estates, and the income threshold that triggers the tax for them is low. This article offers details of […]