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Is My Estate Plan Missing Key Parts?

POSTED ON: August 20, 2020 BY: Kyle Krull
You could missing key parts of your estate planning. You have met with an experienced estate planning attorney. Your last will, advance directives, and powers of attorney have been signed. Everything is set. Right? Maybe. According to a recent Think Advisor article titled “7 Things Your Client’s Estate Plan Might Be Missing: Morningstar,” you actually may be […]
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heals act

What Does the HEALS Act Propose?

POSTED ON: August 19, 2020 BY: Kyle Krull
The proposed HEALS Act impacts Medicare in 2021. You are a citizen of the United States of America. What happens in Washington D.C. affects you. As such, it is good to be informed when it comes to new legislation. This is especially true with decisions regarding Social Security or health care. According to a recent […]
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Can I Prepare for My Own Incapacity?

POSTED ON: August 18, 2020 BY: Kyle Krull
You should prepare for possible incapacity. No one can predict exactly what will happen to them in life. Everyone is born. Everyone dies. What happens in between could include great happiness and also terrible tragedy, and usually a bit of both. According to a recent The Press-Enterprise article titled “Planning ahead for incapacity helps you and […]
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Should I Come Out of Retirement to Work?

POSTED ON: August 17, 2020 BY: Kyle Krull
There are certain reasons to come out of retirement. You are recently retired. Adjustments are challenging. You are enjoying the change of pace, but you still have concerns about time, money, and meaning. You wonder whether you will need to come out of retirement in the future. According to a recent MoneyTalksNews article titled “8 Signs […]
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challenging a will

Can You Prevent People from Challenging Your Will?

POSTED ON: August 14, 2020 BY: Kyle Krull
Disgruntled family members may resort to challenging your last will. Family dynamics are not always simple. Separation and divorce are a possibility. Some children become estranged or fall into addiction. These can be both emotionally taxing and problematic for estate planning. According to a recent Augusta Free Press article titled “Can you prevent someone from challenging […]
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How Can I Transfer Real Estate Investments?

POSTED ON: August 13, 2020 BY: Kyle Krull
Real estate investments should be included in your estate plan. You have real estate investments. Perhaps your real estate is limited to your own home. Maybe you have expanded into commercial real estate investments. According to a recent Motley Fool article titled “How to Include Real Estate Investments in Your Will,” these should be addressed in […]
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Does Babysitting Grandchildren Have Health Benefits?

POSTED ON: August 12, 2020 BY: Kyle Krull
Babysitting grandchildren can be beneficial to health. You are a grandparent. Perhaps you have recently joined thees esteemed ranks after the recent birth of your first grand baby. Maybe you have been a grandparent for years. Either way, you know the joy of this role. Nevertheless, there seems to be a beneficial role to this […]
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roth ira conversion

Is a Roth Conversion a Wise Choice at This Time?

POSTED ON: August 11, 2020 BY: Kyle Krull
A Roth conversion may be a wise choice during these uncertain times. Planning for retirement is never easy. It requires budgeting and sacrifice. Saving for the future can feel even more daunting with the economic uncertainty of the current pandemic. According to a recent Jacksonville Business Journal article titled “Covid-19 and the CARES Act enhance the […]
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Is There a Right Way to Disinherit Someone?

POSTED ON: August 7, 2020 BY: Kyle Krull
Choosing to disinherit a family member requires appropriate estate planning. You have decided to disinherit a family member. Perhaps another loved one needs the money more. Maybe the person you are choosing to disinherit is irresponsible financially. As I tell my clients, some children grow up and others just keep on having more birthdays. Regardless, […]
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life insurance and estate planning

How Does Life Insurance Help with Estate Planning?

POSTED ON: August 6, 2020 BY: Kyle Krull
Life insurance will be a useful estate planning tool. You want to leave an inheritance to your loved ones. To do so, you have created an estate plan. Even so, you are concerned about estate taxes. The are never "permanent" in terms of the applicable exemption limit. You know these could take a bite out […]
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