by Jordan W. Jacob, Esq. | Jun 23, 2020 | Estate Planning, Hot Topics, Parents, Retirement
You are probably talking with your family and loved ones a lot more these days. You may even be living together under one roof. During these times, we are reminded of just how important our relationships can be. As we grow older, we begin to realize how precious...
by Jordan W. Jacob, Esq. | Apr 28, 2020 | Estate Planning, Millennials, Retirement
If you already have one or more retirement or brokerage accounts, or just inherited any type of investment account from a deceased spouse or family member, now is the time to get connected to how your money is invested. While you may rely on a broker or financial...
by Jordan W. Jacob, Esq. | Feb 14, 2020 | Estate Planning, Retirement
If you are creating a new estate plan, or looking to update your pre-existing plan, it is important to understand the available strategies to avoid drawbacks of the new SECURE Act that may impact how your pass on your retirement account proceeds. On January 1, 2020,...
by Jordan W. Jacob, Esq. | Jan 28, 2020 | Estate Planning, Retirement
On January 1, 2020, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) went into effect, and it represents the most significant retirement-planning legislation in decades. The changes ushered in by the SECURE Act may have dramatic implications...
by Jordan W. Jacob, Esq. | Jan 21, 2019 | Estate Planning, Millennials, Retirement
You worked hard all these years to build up your individual retirement account (IRA), 401(k), or other retirement savings, so that you have money to fall back on during your retirement, and to help ensure your family is taken care of when you are gone. However,...
by Jordan W. Jacob, Esq. | Jan 2, 2019 | Estate Planning, Hot Topics, Retirement
It is common for families of those with Alzheimer’s and other forms of dementia to realize that at some point, their loved one should not be allowed to drive. But fewer people are aware they should exercise the same level of caution when it comes to restricting...
