Relocating may not be a Bad Idea
Does your ability to pass on your wealth to your heirs depend on where you live … and die? Indeed, it does.
April 27, 2020
Blind Spots in Social Security
A majority of people don’t know the standard benefits they could be receiving, according to a SimplyWise survey that found less than one in eight Americans aged 60 to 70 saw themselves as “very knowledgeable” on the subject.
April 24, 2020
Update Your Plan to Protect Spouse and Children
Imagine you get married and within a year or two, your new spouse passes away. Now, imagine that your grief is compounded with financial stress.
April 22, 2020
Changes to RMDs from Stimulus Plan
Here are the highlights of the most recent tax changes found in the $2 trillion coronavirus relief bill, which the Senate has approved, and the House recently passed.
April 21, 2020
Completing Your Estate Plan During Coronavirus
If you are quarantined or under a lockdown and can’t get to a notary, how can you get your will, trust and other documents executed? Don’t give up. There are ways to get it done without leaving home.
April 20, 2020
Using Medicaid for Nursing Home Care
Have you priced nursing homes lately? In Texas, you are looking at an average annual cost of $50,000. We are on the low end; nationally, the average annual cost is closer to $75,000. New Jersey costs a whopping $109,500 annually.
April 17, 2020
Be sure Everyone has their Estate Planning completed
Estate planning attorneys are getting mobbed with questions. Here is some timely advice from three attorneys on what families and business owners should be doing to prepare, in case the unimaginable happens.
April 16, 2020
Insurance money can pay expenses
Life insurance may play a vital role in an estate plan, because insurance proceeds can be counted on to provide liquidity when it’s needed.
April 15, 2020
Revoke a Trust on a House
I want to revoke my trust on my house. How much would this cost? I need to do this quickly and don’t know how to go about it.
April 14, 2020
Caregivers of dementia patients must be prepared
There are few challenges more emotional and difficult than caring for an aging loved one who has dementia. In addition to the normal challenges of aging, elders who suffer from dementia can experience dramatic temperament changes and require more attentive care. As the condition progresses, wandering becomes a risk and around-the-clock care may be needed.
April 13, 2020