Though the April 15 tax filing deadline is now behind us, we know that it will come again. With that in mind, and while the matter is still top of mind, let’s discuss important tax issues that may impact your filings next year. I have previously discussed...
A power of attorney is a legal document that allows an individual (the principal) to appoint someone else (the agent) to make decisions for, and take actions on behalf of, the individual. There are several types of POAs, each serving different purposes and granting different levels of authority regarding financial, legal and health care matters. These important tools allow individuals…
While uncertainty continues to plague the real estate market, historically, the spring and summer months have been the best times to sell a home. As we approach these warmer months, experts are optimistic that, despite housing inventory remaining at a near all-time low, mortgage rates will continue to decrease in 2024. For individuals looking to buy or sell real estate…
Year-end giving is a philanthropic tradition that holds special significance as the calendar draws to a close. As the final months of the year unfold, individuals, corporations and foundations often reflect on their achievements, growth and the impact they can make on the world. This introspection often culminates in a surge of generosity and charitable donations, collectively known as year-end…
While the overall divorce rate has dropped in recent years, the Pew Research Center found the divorce rate among adults age 50 and older in the United States has doubled since 1995. Reflecting societal changes and shifts in personal priorities that challenge the conventional notion of “till death do us part,” this phenomenon, coined the “gray divorce,” poses unique opportunities…
Navigating the divorce process is often both emotionally and financially challenging. As part of the process, couples must divide their assets. While this often involves extensive legal and financial negotiations, and potentially even court involvement, there exists one option in structuring a property division that can yield positive results that benefit both the parties and their communities: charitable contributions. The…
Newsweek – “Ask the Experts” By Maria Azzurra Volpe On 10/7/23 at 7:00 AM EDT Dear Newsweek, I live in Southern Oregon and I have a neighbor with a small house and small backyard and 15 full-grown male huskies. He is not directly behind me but we share a corner. Some background. Until August 27 last year, I was a…
As mortgage interest rates soar to a 22-year high, divorcing couples face yet another hurdle as they work to disentangle themselves from one another. With the average 30-year fixed mortgage rate exceeding 7%, divorcing couples must make increasingly complicated decisions regarding property division, housing arrangements and the overall financial stability for both parties involved. Divorcing couples often have an emotionally…
Newsweek – “Ask the Experts” By Lucy Notarantonio On 8/13/23 at 6:00 AM EDT Dear Newsweek, I’m 73 years old and I live alone. I have owned the property for 34 years and 11 years ago, my neighbors from hell moved next door. They are in their 40s. For for the first eight years, at least three or four times…
Lakeland man claims ex-wife abducted son in Brazil The Ledger (subscription required): Andrew Zashin, adjunct professor of law, weighed in on the case of an international family dispute surrounding the case of a Florida father who filed a challenge when his ex-wife took their son to Brazil after filing for divorce. “The Hague Convention itself is not about custody, it’s…