by Deliberato Law Center | Jun 28, 2019 | Estate Planning Education, Uncategorized
Despite the IRA being intended as a retirement account and not an estate planning vehicle, many individuals use it for this purpose. The stretch IRA works seamlessly in this capacity, allowing designated beneficiaries to extend distributions from inherited individual...
by Deliberato Law Center | Jun 20, 2019 | Estate Planning Education, Medicaid, Uncategorized
It goes without saying that growing old is hard. Not only must those entering this stage of life navigate the enormous shifts provoked by retirement, changing family roles, and the loss of lifelong companions, but often times are also faced with medical challenges...
by Deliberato Law Center | Jun 8, 2019 | Estate Planning Education, Uncategorized
For us mere mortals, thinking of our savings and investment holdings as an “estate” might feel like a leap. After all, the term evokes images of far-flung vacation homes, head-turning cars, and eight-digit bank accounts. Few boast such luxury and yet, no matter how...
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