Women should plan for Long-Term Care
Who needs long-term care insurance … and who might be able to do without it?
August 13, 2021
Things that do not belong in a Will
In general, a last will and testament is an easy and straightforward way to state who gets what when you die and name a guardian for your minor children.
August 12, 2021
August 11, 2021
Who Pays Tax on a Special Needs Trust?
The main financial vehicles of supporting disabled individuals—the special needs trust and the Achieving a Better Life Experience (ABLE) account—both come with special tax conditions that advisors need to consider.
August 10, 2021
Managing Financial issues after Death of Spouse
The death of a spouse is one of the most difficult things imaginable. Besides the emotional toll, surviving spouses typically confront financial issues, which often trigger tax-related questions and consequences.
August 9, 2021
Increase in Benefits for Vets Next Year
House appropriators backed White House plans for another big funding boost for the Department of Veterans Affairs next year in their first public budget draft released on Thursday.
July 29, 2021
Roth IRA a Good Choice for Retirement
For traditional 401(k) plans and IRAs, you generally get a tax break when you make contributions and then pay taxes on the withdrawals in retirement. In contrast, Roth versions of those accounts come with no upfront tax break, but qualified withdrawals are excluded from federal income taxes.
July 28, 2021
Succession Planning for Family Farm
Conversations about family succession plans are difficult.
July 27, 2021
Blended Family Dynamics create Challenges
We have seen some step siblings able to all get along fine but they seem to be the exception. More likely, one sibling feels divided loyalty to the birth parent, not the step-parent.
July 26, 2021
Episode 6 of The Estate of The Union is out now
Episode 6 of The Estate of The Union is out now! In this episode, Brad Wiewel is joined by attorney Melissa Donovan, Certified Elder Law
July 23, 2021