Switch to ADA Accessible Theme
Close Menu

Recent Blog Posts

bigstock-Annuity-Written-On-Yellow-Shee-334222582-2.jpg

What Should I Know about Immediate Variable Annuities?

By Fisher Law LLC |

FedWeek’s recent article entitled “Buying an Annuity for an Income Stream” explains that these annuities come in two varieties, immediate fixed annuities and immediate variable annuities. With an immediate fixed annuity, you receive the same amount each month, as long as the annuity lasts. However, a fixed payout may not be attractive, because that… Read More »

Facebook Twitter LinkedIn
bigstock-Ira-Written-On-A-Stick-And-Jar-244576243.jpg

Inherited IRAs Require Careful Handling

By Fisher Law LLC |

For those who inherit IRAs, the intersection of taxes, estate law and financial planning can be a tricky place. There are many choices, maybe too many, and making the wrong choice can be costly, according to the recent article “6 inherited IRA rules all beneficiaries must know” from Bankrate. There are two categories of… Read More »

Facebook Twitter LinkedIn
bigstock-176456446.jpg

Take Advantage of Tax Laws Now

By Fisher Law LLC |

The pundits are saying that the if Democrats win the White House and possibly Congress, expect changes to income, gift generation skipping transfer and estate taxes. This recent article from Forbes, “Use It Or Lose It: Locking In the $11.58 Million Unified Credit” says that the time to act is now. Since 2000, the… Read More »

Facebook Twitter LinkedIn
bigstock-Red-Puzzle-And-Magnifying-Glas-299196673.jpg

Don’t Overlook Key Parts of Estate Plan

By Fisher Law LLC |

The importance of having key estate planning documents cannot be overstated. That includes a will, an advance directive, powers of attorney for health care and financial matters and guardianships for minor children. Trusts may also be part of an estate plan, and they need to be created and funded in a timely manner. However,… Read More »

Facebook Twitter LinkedIn
bigstock-Risk-Protecting-Wealth-Manage-356004830.jpg

How Can I Protect Assets from Creditors?

By Fisher Law LLC |

Forbes’ recent article entitled “Three Estate Planning Techniques That Protect Your Assets From Creditors” explains that the key to knowing if your assets might be susceptible to attachment in litigation is the fraudulent conveyance laws. These laws make a transfer void, if there’s explicit or constructive fraud during the transfer. Explicit fraud is when… Read More »

Facebook Twitter LinkedIn
bigstock-Beneficiary-Word-On-Yellow-She-376518958-1.jpg

What Should I Know about Beneficiaries?

By Fisher Law LLC |

When you open almost any kind of financial account, like a bank account, life insurance, a brokerage account, or a retirement account – the institution will ask you to designate a beneficiary. You’ll also name beneficiaries when you create a will or other legal contracts that require you to specify someone to benefit. With… Read More »

Facebook Twitter LinkedIn
bigstock-Text-Of-Plan-On-Wooden-Cubes-b-374209432.jpg

How to Plan for Incapacity

By Fisher Law LLC |

Planning for incapacity is just as important as planning for death. One is certain, the other is extremely likely. Therefore, it makes sense to prepare in advance, advises the article “Planning ahead for incapacity helps you and family” from The Press-Enterprise. Let’s start by defining capacity. Each state has its own language but for… Read More »

Facebook Twitter LinkedIn
bigstock-Why-Why-Question-On-Notebook-294143818.jpg

Why Everyone Needs an Estate Plan

By Fisher Law LLC |

Financial planners know that most people need to have estate plans, no matter how much or even how little money they have, as explained in this recent article “I’m a financial planner, and there are 3 reasons everyone needs an estate plan no matter how much money you have” from Business Insider. An estate… Read More »

Facebook Twitter LinkedIn
bigstock-k-Ira-Roth-On-Pieces-Of-Col-352746185.jpg

Tax Implications of CARES Act for Roth Conversions

By Fisher Law LLC |

With a combination of lowered 2020 tax liability, the potential for future tax increases and potentially lower portfolio values, we are in uncharted financial waters. However, all of these factors may make a Roth conversion more attractive than ever, according to the article “Covid-19 and the CARES Act enhance the Roth conversion game” from… Read More »

Facebook Twitter LinkedIn
bigstock-The-Medical-Phrase-Dementia-On-346604080.jpg

Does Sense of Smell Impact the Onset of Dementia?

By Fisher Law LLC |

In a study by the University of California-San Francisco, researchers monitored about 1, 800 participants in their 70s for a period of up to 10 years to determine, if their sensory functioning could be linked with the development of dementia. At the time of enrollment, all participants were dementia-free, but 328 participants (18%) developed… Read More »

Facebook Twitter LinkedIn