by Jane M. McNamara | Feb 23, 2022 | With Your Family in Mind
Common Fears About Estate Planning Over the years, I have met wonderful, intelligent people who have become clients. But many, to my surprise, were very reluctant to get their affairs in order due to fear. Here is a summary of concerns people have expressed to me:...
by Jane M. McNamara | Jan 26, 2022 | With Your Family in Mind
2022: Changes in the Tax and Estate Planning Area 2022 has brought some changes in the Estate Planning and Tax area. Visit our Blog at www.themcnamaralawfirm.com for more information, but here two that my clients always find interesting. 2022 Gift Tax: My clients...
by Jane M. McNamara | Dec 29, 2021 | With Your Family in Mind
Do Your Parents Have An Estate Plan? Do You? It is very important to know if your parents have created a Trust, a Power of Attorney, and an Advance Healthcare Directive. You should know the status of their planning, or lack of planning, before an emergency arises. If...
by Jane M. McNamara | Nov 23, 2021 | With Your Family in Mind
Changes in Social Security Benefits for 2022 Due to inflation and a higher cost of living (as measured by the Consumer Price Index), Approximately 70 million Americans will see a 5.9% increase in their Social Security benefits and Supplemental Security Income (SSI)...
by Jane M. McNamara | Oct 31, 2021 | With Your Family in Mind
Important Decisions As We Approach Age 65 In years past, people retired at age 65 with full social security benefits and Medicare. This is no longer the case. The new “full retirement age” (FRA) – the age that people can receive their full Social Security...
