Archive | Estate Planning


Short Answer: Yes!

long-term care photo

When it comes to Long-Term Care, a common approach is to simply hope we don’t need it:

“I am healthy now, if I get sick or have troubles down the road, my spouse or one of our children will take care of me.”

Or worse: “If that time should ever come, I will deal with it then.”

As the great Coach Vince Lombardi is credited with saying many years ago: “Hope is not a strategy.”  “Later” is often too late, and where there may once have been planning opportunities, too often we are left with crisis management when it comes to Long-Term Care. Continue Reading →

Continue Reading

What If There Is No Estate Tax? Do I Still Need My Trust?

Oakstone 706

There has been talk that President-Elect Donald Trump plans to repeal the federal estate tax.  This leaves many asking whether they should continue on with their estate tax planning, wait to see what happens, or do nothing at all.

Should you spend time and energy on a Trust if there will be no estate tax?  If you already have a Trust, do you still need it?

Trusts are and will continue to be necessary tools in your estate planning with or without an Estate Tax.  Below are 10 things to keep in mind regarding Trusts in this era of uncertainty: Continue Reading →

Continue Reading

All IRAs Aren’t Created Equal

“Did you contribute to an IRA this year?”  It’s the question we’re asked at tax time every year.  If your answer is yes, irasare you sure you’re contributing to the right one?  Did you know that there are several different IRAs to choose from?  A conversation about remaining financially secure throughout retirement with someone already retired will quickly reveal that Social Security benefits aren’t enough.  Continue Reading →

Continue Reading

Do I Have to Pay for That?

The death of a loved one is an emotional time, the last thing anyone wants is added stress.  Unfortunately, when that Do I Have to Pay for Thatloved one leaves a significant amount of debt behind, the added stress of how it’s going to get paid and by whom is inevitable.  Fortunately, the law addresses how an individual’s debts can be paid after they are deceased. Continue Reading →

Continue Reading

Get the Most from Your Benefits

Earlier this month we discussed how small business owners can reap the benefits from offering benefits.  This week benefits packagewe want to discuss how you, the employee can get the most from those benefits.  Health insurance and a 401k plan are a couple common perks that employers use to attract new employees, but there may be more that you aren’t taking full advantage of. Continue Reading →

Continue Reading
Client Payment Page
Need to pay a bill? Now it’s faster and easier to pay a bill. It’s secure safe and easy

Oakstone Law
1415 Panther Lane, Suite 439
Naples, Florida 34109
Tel: 239.206.3454