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Acosta Law Firm - Estate Planning & Elder Law

Acosta Law Firm

Estate Planning and Elder Law

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Roth IRA mockup with calculator pen and glasses

Can My Roth IRA Be An Estate Planning Tool?

January 17, 2023
Estate Planning

Roth IRAs allow you to pass along as much wealth as possible to your heirs if they are structured appropriately. With the SECURE Act, the opportunity to use a R ...

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Power of Attorney Concept

What Does It Mean To Say A Power Of Attorney Is Springing?

January 10, 2023
Estate Planning

Writing a power of attorney is an important part of your estate plan. This ensures that you have appointed a chosen and trusted agent to step in and manage your ...

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Elderly woman and her property

Appreciation’s Impact on Your Gifting Strategy

January 3, 2023
Estate Planning

As you revisit your estate plan and consider making alterations heading into 2023, it's important to think about what you intend to pass on to your loved ones a ...

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Manager Offering Life Insurance

How to Evaluate Life Insurance in Your Estate Plan

December 27, 2022
Estate Planning

Life insurance is an essential financial product that can give peace of mind and options to your loved ones if something happens to you. While you certainly hop ...

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Life Insurance Contract

Do You Really Have to Name a Life Insurance Beneficiary?

December 20, 2022
Beneficiary

When you pass away, there are many different assets that may be part of your estate and outside of your probated estate. These assets may pass on to your loved ...

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Businessmen entering into a business agreement on the background of watches, coins and credit cards

Should An Estate Ever Be Listed As An IRA Beneficiary?

December 13, 2022
Beneficiary

You have the opportunity to decide several different options for naming an IRA beneficiary. You'll want to establish what is most applicable in your situation a ...

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Categories

  • Advanced Directive
  • Assets
  • Beneficiary
  • Digital Assets
  • Durable Power of Attorney
  • Elder Law
  • Estate Planning
  • Executor
  • Financial Planning
  • Gifting
  • Intestate
  • Investments
  • Life Insurance
  • Living Trust
  • Long Term Care
  • Patient Advocate
  • Personal Representative
  • Power of Attorney
  • Retirement Planning
  • Roth IRA
  • Special Needs Trust
  • Taxes
  • Trustee
  • Veterans Benefits
  • WIll

Recent Posts

  • Can My Roth IRA Be An Estate Planning Tool?
  • What Does It Mean To Say A Power Of Attorney Is Springing?
  • Appreciation’s Impact on Your Gifting Strategy
  • How to Evaluate Life Insurance in Your Estate Plan
  • Do You Really Have to Name a Life Insurance Beneficiary?

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Practice Areas

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  • Elder Law / Medicaid Planning
  • Retirement Protection
  • Asset Protection
  • Veterans Benefits
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