Make It Last – Ep 9 – Investing Internationally

Coming up this week on Make It Last…Interview with Thomas Merrick, a Swiss-based investment advisor. Should you consider diversifying your investments with an international portfolio? Learn more this week on Make It Last with Victor Medina. Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and[...]

Make It Last – Ep 8 – A Widow’s Guide with Anna Byrne

Losing a spouse is a traumatic event. No matter how it happens, you’re never really prepared for what happens afterwards. This week you’ll be introduced to an author and estate planning attorney who has written the guide for navigatingnthe next steps you have to take after losing your spouse. Anna Byrne is an estate planning[...]

The Basics of Establishing a Will

Did you know that in the aftermath of the 9/11 attacks, one of the most understudied aspects had to do with a lack of appropriate estate planning? The median age of the individuals killed in the World Trade Center attacks was 39. This is an age group that is already less likely to have wills[...]

Make it Last- Ep 7 – All About IRAs

IRAs make up the largest percentage of retirement assets for baby boomers and beyond. When’s the right time to take money out? What are the rules and penalties if you get it wrong? Tune in this week to Make It Last to learn the ins and outs of IRAs. https://www.makeitlastradio.com/ep-7/ Make It Last with Victor[...]

New Study Identifies Stress Levels and Retirement Tied to Job Prior

Whether or not your stress rises or decreases after retirement depends on the job you had prior to leaving the workforce, according to a new British study published recently. Those individuals who have low status ad low level jobs are more likely to experience more stress around the retirement process than co-workers in a higher-level[...]

Make It Last – Ep 6 – Passing a Retirement Quiz, Assisted Living Questions with Guest: Lisa Kelly

Can you pass a basic retirement income quiz? Most Americans could not. Here is a link to the quiz – http://retirement.theamericancollege.edu/retirement-101/2017-retirement-income-literacy-quiz and here’s a link to the results. As you get older, the chances that you may need help managing your affairs increases significantly. Listen this week to an interview with our special guest Lisa Kelly,[...]

What to Do When You Want to Leave Behind Different Amounts for Your Children When You Pass Away?

The most common estate plan today will leave assets equally to all of your children. In some situations, however, equal distribution is not desired nor does it make sense for your family members. Parents frequently have logical reasons for leaving behind differently-valued inheritances for their children. For example, a younger child may still have a[...]

Make It Last – Ep 5 – All About Annuities

Annuities are one of the most oversold and misunderstood financial products in the marketplace. This week, on Make It Last with Victor Medina, we discuss how to tell if an annuity is right for you, including three kinds of people who should never buy an annuity. Want to learn more? Be sure to tune to[...]

The Generational Shift of Planned and Unplanned Giving

For some people, thinking ahead about estate planning has little to do with their family and more to do with impact they intend to leave behind. When it comes to deciding what should happen with your life savings or your other assets, older individuals without grandchildren, stepchildren or children are facing a complex array of[...]

How to Use Partnership Income Tax Rules for The Purposes of Estate Planning

There are many different strategies that exist for passing wealth from one generation to another without having to encounter the estate tax. Many of these, however, may still be subjected to the generation skipping tax and other congressional measures. A novel strategy that may help you accomplish the goal of avoiding these consequences while passing[...]

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