We have another new addition to our YouTube series, Jim Explains! This week our topic revolves around caring for our beloved mothers and fathers. In this video, Jim draws from his own experiences as the oldest child of aging parents and discusses strategies that can be employed to their benefit.
Watch the new video here: https://youtu.be/Z1r78TymSfo
YOUTUBE.COM
How Can I Help My Aging Parents? | Senior Living Strategies | Jim Explains Ep. 3
INFO.WEALTHCOUNSEL.COM
Current Developments in Estate Planning and Business Law: September Review
Effective January 1, 2020, new tax legislation was enacted, the Setting Every Community Up for Retirement Enhancement Act of 2019, known by the acronym SECURE Act. This new legislation makes several changes to tax laws that could have a significant impact on your retirement planning, estate planning and legacy planning.
With the passing of the SECURE Act, the ability to stretch your IRA and gift to your grandchildren has been changed.
Join Jim Ruggiero, Esq., Ruggiero Law Offices LLC, on Tuesday, August 18th at 7:00 pm to learn how Roth conversions are a solution to spread distributions over many years to pass on your legacy.
To Register for the webinar on Tuesday, August 19 at 7:00 pm, click here: https://paolilaw.com/index.aspx?TypeContent=SEMINARGROUPS&Seminar_GroupsID=18
PAOLILAW.COM
Estate Planning Seminars Chester County Lawyer Attorney Law Firm
Join us for a Free Seminar! This Monday, July 13, at 7 pm, Jim will be presenting on the new SECURE Act via Zoom. The SECURE Act has wide-ranging implications that could alter your retirement, estate, and legacy planning, so be sure not to miss it!
Register here: https://paolilaw.com/index.aspx?TypeContent=SEMINARS&seminar_id=7112
Check out the next great video in our new YouTube series, Jim Explains! Our second discussion with Jim involves the legacy planning component of our Estate Planning process. In this clip, Jim talks about the complex emotions surrounding obituaries.
Watch the new video here: https://youtu.be/5ALgiqsdI44
YOUTUBE.COM
A Life Well-Lived | Obituaries and Legacy Planing | Jim Explains Ep. 2
Check out the first video in our new YouTube series, Jim Explains! Our inaugural topic was Estate Administration. In this clip, Jim talks about the tragedy of losing a loved one and the responsibilities that follow.
Link to video: https://youtu.be/P_sTNj0nij0
YOUTUBE.COM
My Loved One just passed. What's next? | Jim Explains - Ep. 1
How do trusts fit into a person’s estate plan in Pennsylvania?
PAOLILAW.COM
3 Common Types Of Trusts
Pennsylvania adults can protect their families by avoiding these 3 estate planning mistakes.
PAOLILAW.COM
How To Create A Strong Estate Plan
A special needs trust can help protect benefits and secure supplemental income for loved ones.
PAOLILAW.COM
Entrusting Their Future
A special needs trust can help your loved one protect federal benefits and secure supplemental income.
PAOLILAW.COM
Entrusting Their Future
Something new for the New Year!
WSJ.COM
Live Question & Answer Event - WSJ+ Live: How to Prepare Your Digital Legacy With Joanna Stern - WSJ.com
Planning needs to be reviewed regularly.
WEALTHMANAGEMENT.COM
Black Panther Star’s Untimely Death Highlights Importance of Estate Planning
Feds increase estate and gift tax exemption to $11.7 million per spouse for next year.
PAOLILAW.COM
Entrusting That 2021 Legacy
Getting up to speed for al the changes coming in 2021.
WEALTHCOUNSEL.SWOOGO.COM
Advanced Estate Planning Summit 2021
