Based on some great reviews I’ve read, I recently purchased a copy of the new book Get What’s Yours – The Secrets to Maxing Out Your Social Security written by Laurence J. Kotlikoff, Philip Moeller, and Paul Solman. The main premise of the book is to demystify Social Security and provide useful tips to help individuals maximize their lifetime Social Security benefits. Social Security is a critical part of retirement planning for just about all of us, so the better one understands the ins and outs of this massive government program, the more money one can expect to extract from it over the course of a lifetime.
Did you know that Perkins Law offers a flat fee package for basic estate planning documents (a will, financial power of attorney, and healthcare power of attorney/advance directive)? The package is available for the vast group of families and individuals I describe as the “bottom 99%” (i.e., people who do not have taxable estates of tens of millions of dollars and are not looking for complicated estate tax planning or multi-generational wealth management). New for 2015 is the “Perkins Law Guide to Drafting Your Final Press Release” – a one-page questionnaire that walks you through key questions and issues, the responses to which can comprise your obituary. Call or email for details.