How many hours a day would you say you spend sitting down at your desk or sitting down in general? For many, the answer is more than eight hours a day! If I look at a regular work day, I am answering emails, working on various documents, or proofing work – all at my desk! Many of us know sitting down all day isn’t good for us, yet we do it anyway. Do you ever feel sluggish after work? Have you experienced back or neck pain? Those are most likely the effects of staying seated for too long. And … [Read more...] about Time to Work (Out)!
Estate planning attorneys know of powers of appointment. They allow the holder to appoint property held in Trust to whom the holder wishes. Powers of appointment can be of two different types, general or limited. A general power of appointment (GPOA) is one that may be exercised in favor of the holder, the holder’s estate, or the creditors of either. A GPOA causes inclusion in the holder’s taxable estate. As a result, the assets subject to the power get a step-up (or -down) in basis at the … [Read more...] about Powers of Appointment
Wouldn’t it be great if clients could avoid ever needing the disability planning you are so appropriately creating to protect them? Or at least postpone it? They can, and it has nothing to do with law. It’s that loaded 7-letter word: FITNESS. In their senior years, clients can be plagued by chronic illness. It’s a major cause of disability. It’s a retirement dream-killer. Travel. Golf. A retirement home in the country, far from a medical center. It sidelines daily passions. Walks. Painting. … [Read more...] about Don’t Just Plan for Disability – Avoid It!