“How much of your Social Security income is taxable?” Based on the amount of your Social Security benefits and other income–including tax-free interest on municipal bonds and certain other excludable ...
“Sometimes an inheritance is more about the legacy than the assets being passed down, and sometimes it’s a little bit of both.” An ethical will, also known as a “legacy ...
“Have you ever wondered if you are part of the sandwich generation?” The “sandwich generation” is a generation of people, who are usually in their 30s, 40s and 50s. They ...
There are all sorts of acronyms in professional language. Some are common enough that the average person is familiar, but some are virtually unheard of. If you haven’t heard of ...
“Estate planning and long-term care are two aspects of retirement that can take on more importance for older singles.” For seniors who are single and childless, a lack of a ...
“High taxes and cost of living make these states undesirable for retirees, according to Bankrate.com.”A state’s taxes and cost of living are the most critical factors when deciding where to ...
“KRS 391.315(1)(a) provides the funds remaining in a joint account at the death of a party belong to the surviving party.” In a 2018 case, Coe v. Schick, the Kentucky ...
“Investing in your child’s education early can position them to take advantage of the numerous opportunities that will shape their future.” A 529 college plan is a great way to ...
Blog last updated on June 21, 2021. When you create an estate plan with an attorney or financial advisor, you will be asked to name several people to act on ...
Most individuals can put in for Medicare three months before the month they turn 65. There are two parts to it: unhelpfully labeled Part A and Part B. Essentially, Part ...
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“Fiona is personable and presented hard to talk about Estate Planning, Trusts, Wills in a clear and understandable manner. She is well-informed and recommended highly by my husband and I. Her staff is just as personable and well versed in the Estate, Trusts, Will’s areas of law.”
"Fiona is professional and highly knowledgeable, but what sets her apart is her her ability to explain complex legal details in an easy to understand manner. She is friendly and patiently answered our many questions thoroughly. Her staff is equally friendly and responsive. And they accomplished all of this under virtual conditions! Very pleased with our experience."
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