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The Law Offices Of Kyle Robbins, PLLC


Do I Need Life Insurance in Retirement?
  • Published: June 3, 2018

As you look at your financial future, procrastinating can make things much tougher down the road. Here's how to get confident about your money. USA Today’s recent article, “Financial planning: How to determine if you need life insurance in retirement,”notes that many older Americans wonder if they’ll need life insurance in retirement. They are concerned about whether their surviving spouse and loved…Read More

Will The New Tax Law Affect My Estate Plan?
  • Published: June 2, 2018

The Tax Cuts and Jobs Act of 2018 temporarily doubles the allowable credit for the federal estate tax. It is $11.2 million for an individual and $22.4 million for those who are married, reports Newsmax’s recent article, “Trump Tax Law Necessitates Immediate Review of All Estate Plans.” Note that a more recent change, called “portability”, allows the unused estate tax credit from the…Read More

Are You Sure You’re Not Single?
  • Published: June 1, 2018

A trust can be a valuable vehicle that lets you maximize tax-planning opportunities within your estate plan, detail exactly how you want to distribute your assets and make certain that your vision for your legacy is carried out precisely. Kiplinger’s recent article asks, “What Type of Trust Solution is Best for You?” The article notes that people often make one common mistake when…Read More

How Do I Establish A Conservatorship?
  • Published: May 31, 2018

When someone can no longer care for himself, or their estate is in disarray, a conservatorship is granted by a court to a caregiver or to a guardian. This is a pretty drastic action, but it’s usually necessary when nothing was arranged in advance, such as a trust, powers of attorney, or healthcare directives. The San Diego Union-Tribune’s recent article asks,“What…Read More

Financial Security In Retirement Key To Most Americans
  • Published: May 30, 2018

A 2018 Northwestern Mutual Planning & Progress Study has found that financial security in retirement is a key issue for many Americans. Think Advisor’s recent article,“1 in 3 Americans Have Less Than $5,000 in Retirement Savings,” reports that almost 80% of all Americans are “extremely” or “somewhat” concerned about affording a comfortable retirement, while 66% think that there’s some likelihood of outliving…Read More

How To Budget For Retirement
  • Published: May 25, 2018

After spending years working, bringing in income and saving for the future, you now must spend and manage that money. It’s a big change, and requires a thoughtful approach. US News & World Report’s recent article, “7 Myths About Finances in Retirement,” says that moving into this new phase of life, can create changes in your finances and lifestyle. For most of us,…Read More

How To Take Control Of A Trust
  • Published: May 24, 2018

WTOP’s article, “7 questions to ask when taking control of a trust,” says that while having more wealth at your disposal may give you an increased sense of security, it’s also natural to have some fears about making a poor decision with new wealth. However, asking a few questions may give you the information that you need to be more confident. What are…Read More

Barbara Bush A Shining Example Of End-Of-Life Planning
  • Published: May 23, 2018

For many of us, losing Mrs. Bush was like losing a family member–regardless of our political party, says Forbes in its recent article, “Barbara Bush And Betty Ford - How Two First Ladies Mastered Unique Aspects Of End Of Life Planning.” The grace with which she handled the final days of her life, is something to consider in estate planning. She dictated how…Read More

Check Those Beneficiary Designations
  • Published: May 21, 2018

Beneficiary designations have precedence over wills. Therefore, if you have accounts with assets to pass on to heirs, be sure to update them regularly. CNBC’s recent article, “Out-of-date beneficiary designations are a common and costly mistake,” says that naming beneficiaries can come with unexpected costs, like deeding money to an irresponsible minor. Many people still have ex-spouses or deceased relatives named as a…Read More

If I Turn 70 In 2018, When Do I Need to Take an RMD From My IRA?
  • Published: May 18, 2018

Kiplinger’s article, “When to Take Your First Required Minimum Distribution From an IRA,” explains that when you must take your Required Minimum Distribution (RMD), depends on whether your birthday falls before or after July 1. It also depends on whether you want to use your option to delay taking your first withdrawal. Generally, you must begin taking your RMD from a traditional IRA…Read More

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