Take Advantage of Tax Laws Now
If you like the way the laws are today, you need to take advantage of them now, before they are changed tomorrow. In other words, use it or lose it.
August 21, 2020
Planning For Incapacity Is Important
One in four American adults live with a disability, according to the Center for Disease Control. One in 10 adults over the age of 65 has Alzheimer’s or dementia, according to the Alzheimer’s Association.
August 20, 2020
Planning An Estate After A Divorce
Some marriages end in noise and pain. Other marriages drift away quietly with the signing of documents and only a hint of acrimony.
August 19, 2020
Asset Protection In Estate Planning
Estate planning is not just about saving taxes, it is also about managing and protecting your assets against future creditors, both for you and for your beneficiaries.
August 18, 2020
Inherited IRAs Require Care
One wrong decision can lead to expensive consequences, and good luck trying to persuade the IRS to give you a do-over.
August 17, 2020
Do You Need a Medigap Policy?
While Medigap policies are standardized, regardless of which insurance company sells them and where you live, the premiums can vary from insurer to insurer and among locations. Experts say that this makes it important to understand the differences you may see, when evaluating your options.
August 13, 2020
Legislation to Prevent Medicare Mistakes
The BENES Act, which cleared committee Wednesday, aims to minimize the chance that beneficiaries get slapped with life-lasting late-enrollment penalties.
August 12, 2020
What Happens When a Will Is Challenged?
Sometimes beneficiaries end up not receiving their assets. Beneficiaries often lose out because the estate planning wasn’t done properly, but sometimes another family member contests the decedent’s will.
August 11, 2020
Neglecting to Fund a Trust
If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.
August 10, 2020
Do You Need a DNR in Your Estate Plan?
With the recent health crisis, many people have been asking their lawyers if a “Do Not Resuscitate” order – commonly known as a DNR – should be a part of their estate planning.
August 7, 2020