195 Ramapo Valley Road, Oakland, NJ 07436 (by appointment)
Michael C. Rudolph, Esq. P.A.
CORRECTION(ABOUT REFRESHMENTS ONLY)
Wednesday, September 28th 12:30-2:00 p.m.
I will be the speaker at the Wayne Public Library's "Lunch & Learn" series 475 Valley Road in Wayne
ESTATE PLANNING FOR THE 21ST CENTURY
Almost everyone has attended a program and listened to a boring recitation about wills or trusts or powers of attorney or medical directives.
On Wednesday, September 28th, I will provide an interesting and entertaining slant on the documents needed for a modern estate plan. I will tell you about things you probably never heard of. There will be real life examples of situations that prove the old saying that truth is stranger than fiction.
I will also take questions and give answers at the end of the program.
Admission is free. Lots of free parking. *Bring your lunch. There will also be free dessert, beverages and door prizes.
Seniors with pricier homes now have an increased ability to get a jumbo reverse mortgage in order to raise cash for retirement. As the housing market has improved, jumbo reverse mortgages are becoming more popular even though they carry some risk.
Passing down a Roth IRA can seem like a good idea, but it doesn't always make the most sense. Before converting a traditional IRA into a Roth IRA to benefit your heirs, you should consider the tax consequences.