The Matus Law Group

09/30/2015

When you take up residency in a foreign country you will be subject to local laws governing the settlement of estates. Yet as U.S. citizens you will continue to be subject to U.S. tax laws. Interactions between two legal systems can be complex, even for families of modest means. Jonathan Lachowitz w…

09/30/2015

"Seniors who have planned well for their financial futures are more likely to enjoy good health and golden years filled with family visits, dream trips, or just puttering around the house. Proper planning can give them the peace of mind to retire on their terms."

When people retire, a wide variety of potential legal issues confront them. Medical expenses, long-term care costs, estate planning, and asset protection are just some of the concerns that retirees must address.

09/29/2015

"The study found that 15 percent of millennials believe that winning the lottery is a viable retirement strategy, while 11 percent expect to be 'gifted' money for retirement."

Yikes! A new survey found that 15 percent of millennials think winning the lottery is a viable retirement strategy.

09/29/2015

"Your prospective VA home loan lender will still require good credit and sufficient income, plus you will have to contractually agree to live in the house for a minimum period."

A disabled veteran can get a home loan, and money for retrofitting is available, too.

09/29/2015

"How estate taxes work. Estate tax applies to the excess of your gross estate over the allowable exclusion and deductions. Your gross estate is the current value (not the cost) of everything you own."

Middletown, NJ - Make sure you understand the basics of estate taxes. | Patch

09/29/2015

"As future spouses contemplate a possible divorce when they enter into a prenuptial agreement, parents of future spouses (which can be any parent) should contemplate their child's potential divorce when establishing a trust for the child's benefit."

Divorce is not an easy process to go through. If effects everyone in the family. But how can you protect your assets so that your former - in law doesn't benefit from your estate?

09/29/2015

"If you haven't considered using a revocable trust rather than a will as your main estate planning document, you could be making a critical mistake."