Tag Archives | Oakstone Law

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 →

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Trust Funding

Trust funding is one of the most important steps when creating a trust, yet it is also one of the most misunderstood trust fundingand poorly implemented.  While planning one’s estate, a trust is often created to avoid probate.  Probate is the public, often costly and time-consuming court process after you die to ensure your debts are paid and your assets are distributed accordingly.  All of the careful planning to provide for loved ones after your death, and thoughtful consideration put into how your assets are to be distributed will be for nothing if you do not fund your trust properly.  Continue Reading →

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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 →

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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 →

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