by John | Jan 7, 2020 | FM-60 |
The Social Security application withdrawal and refiling strategy commonly referred to as the “Social Security Undo” option, allows a recipient to, under certain circumstances, repay the Social Security benefits they received and instead be treated as if they never...
by John | Dec 19, 2019 | FM-60 |
The decision as to when to collect Social Security benefits can be difficult as many factors enter into the consideration of the multiple payment options. Lemons (2012) explains that these variables include not only the employment history of the worker (and their...
by John | Nov 14, 2019 | FM-60 |
Unfortunately, estate planning mistakes are routinely made and may involve many areas of an estate. While each individual situation has its own unique circumstances, there are some mistakes found across many estate plans. Here are a few of these common planning...
by John | Nov 4, 2019 | Financial Education & Coaching, Personal Finance |
The Living Will and Durable Power of Attorney for Health Care are two commonly used documents to address the medical needs of incapacitated individuals. While they have several similarities, there are important differences as well that should be considered. The...
by John | Oct 30, 2019 | FM-60 |
Qualified Personal Residence Trust (QPRT) The use of a Qualified Personal Residence Trust (QPRT) provides an opportunity to remove a primary and (or) an occasional residence from their taxable estate. When creating a QPRT, “an individual would transfer the title...
