Retirement is Complicated


Many factors go into retirement decisions. When should you retire? Where should you retire? Etc. Family and personal factors are perhaps the most important of these considerations. Where do your children, grandchildren, and friends live? Where do you have roots? What location has the weather and scenery you enjoy? How are you feeling? Financial issues [ ] The post Retirement is Complicated appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2018/02/retirement-is-complicated/

Advertisements

Can You Actually Benefit from Experiencing Sadness?


We live in an era when sadness is avoided at great cost to our emotional psyches. Funerals are now celebrations of life. Even though death and loss breaks hearts, many people strive to stay positive and upbeat. “Must not cry” is the unconscious mantra of many grievers – and it’s harmful. In “The Gift and [ ] The post Can You Actually Benefit from Experiencing Sadness? appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2018/02/can-actually-benefit-experiencing-sadness/

What to Wear to a Black Tie Affair


With the Golden Globe and Grammy Awards glitz and glam, my excitement is at an all-time high for the Academy’s 25th Anniversary Gala at the Spring Summit in April. Then, reality hit: What am I going to wear? The Gala is a Black Tie event and here at the Academy we are going all out for this [ ] The post What to Wear to a Black Tie Affair appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2018/02/wear-black-tie-affair/

Estate Planning: Simple is Not Always Better


Estate planning contemplates two different general time periods: During life and after your death. Estate planning needs also vary based on the goals you are trying to achieve. For example, after death, do you simply wish to transmit your assets, or do you wish to provide your loved ones with asset protection, tax protection, divorce [ ] The post Estate Planning: Simple is Not Always Better appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2018/02/estate-planning-simple-not-always-better/

Swedish Death Cleaning: A New Way to Declutter


I just read a delightful new little book, The Gentle Art of Swedish Death Cleaning: How to Free Yourself and Your Family from a Lifetime of Clutter. According to its author, Margareta Magnusson, this book is for everyone over 65 who has difficulty culling their things or has simply not yet begun. With a charming [ ] The post Swedish Death Cleaning: A New Way to Declutter appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2018/02/swedish-death-cleaning-new-way-declutter/

Why “Goofing Off” Is Sometimes the Best You Can Do


“What you create after allowing yourself the time to ‘goof off for breakthrough ideas’ is usually your best work.” Let’s set the stage a little. As Practice Building Consultant here at the Academy, I serve as coach to one third of the Members of the Academy. So that means, no matter what day, or what [ ] The post Why “Goofing Off” Is Sometimes the Best You Can Do appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2018/02/goofing-off-sometimes-best-can/

Estate Planning: The Simplest Plan is Usually Not the Best


Estate planning contemplates two different general time periods: During life and after your death. Estate planning needs also vary based on the goals you are trying to achieve. For example, after death, do you simply wish to transmit your assets, or do you wish to provide your loved ones with asset protection, tax protection, divorce [ ] The post Estate Planning: The Simplest Plan is Usually Not the Best appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2018/02/estate-planning-simplest-plan-usually-not-best/

How Will Tax Reform Affect Your Estate Plan?


Effective January 1, 2018, the Tax Cuts and Jobs Act of 2017 (TCJA) reduces individual and corporate tax rates, eliminates a host of deductions and credits, enhances other breaks and makes numerous additional changes. One thing the TCJA doesn’t do is repeal the federal gift and estate tax, as originally contemplated by the House of [ ] The post How Will Tax Reform Affect Your Estate Plan? appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2018/02/will-tax-reform-affect-estate-plan/

How to Keep Your Law Firm Content at the Top of Facebook’s Newsfeed


Recently, Facebook announced a change to the algorithm that determines what a user sees in their newsfeed, now emphasizing content shared by family and friends over posts from law firms, news organizations and other company pages. In his Facebook post, CEO Mark Zuckerberg explained, “Recently we’ve gotten feedback from our community that public content — posts [ ] The post How to Keep Your Law Firm Content at the Top of Facebook’s Newsfeed appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2018/02/keep-law-firm-content-top-facebooks-newsfeed/

Planning for Retirement Plans and IRAs: Asset Protection


As I discussed in last week’s blog, retirement assets, including 401(k)s, IRAs, etc., comprise a large portion of the average American’s wealth. Planning for these assets is critical, not just due to their value, but also due to their special nature. Traditional IRAs and 401(k)s and the earnings on them are tax-deferred. Roth IRAs and [ ] The post Planning for Retirement Plans and IRAs: Asset Protection appeared first on American Academy of Estate Planning Attorneys.
https://www.aaepa.com/2018/01/planning-retirement-plans-iras-asset-protection/