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Orange City Estate Planning Blog

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How are Seniors Fighting Long-Term Effects of COVID-19?

Older adults have been hit hard. 95% of all coronavirus deaths in the U.S. involved a patient who was at least 50 years old, according to data from the Centers for Disease Control and Prevention. Older adults are also more likely to suffer from the virus’s lasting effects, commonly known as long COVID.

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How Do I Sell a Home in an Irrevocable Trust?

I’m a trustee selling a home in irrevocable trust for a parent who died. There are two beneficiaries who will get the sale proceeds with a stepped-up basis. I’m filing Form 1041 but do I still have to file a Form 1040 to report anything for the beneficiaries?

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Key Dates for Planning Retirement

Each type of retirement benefit has a different eligibility age. Your age plays a big role in how much you can expect to receive from Social Security and what you need to do to avoid retirement account penalties.

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What Should Women Know about Long-Term Care?

Women face unique challenges as they age. According to the Population Reference Bureau, a Washington-based think tank, women live about seven years more than men. Living longer means planning for a longer retirement.

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What are the Basics of a Successful Estate Plan?

An estate plan tells your heirs and the courts how to divide up your assets, but it also helps protect your loved ones from unnecessary hassle and expense–as well as potentially months, even years, tied up in the court system settling your estate.

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