When a brand new year rolls around, a light bulb may go off in your head with regard to taking care of responsibilities that you have been putting on the back burner. It is a time for a fresh start, … [Read more...]
What Is a Medicaid Waiver?
Before we explain the Medicaid waiver program, we have to provide some necessary background information about Medicare. A lot of people are under the impression that Medicare will pay for all medical … [Read more...]
IRS Releases 2020 Estate Tax Exclusion
When people ask questions about how taxation impacts asset transfers after someone passes away, the news is pretty good for the most part. An inheritance is not looked upon as taxable income, and this … [Read more...]
Start the New Year Right With a Living Trust
Studies show that most people are woefully unprepared when it comes to estate planning, and there are a few different reasons for it. One of them is the simple fact that many individuals reason that … [Read more...]
Asset Protection for Individuals and Businesses
It takes a great deal of concerted effort to accumulate resources, so you have to take all the right steps to protect your assets. There are various different threats out there, especially when you … [Read more...]
Resolve to Plan Your Estate in 2020
Now that the year that is coming to a close, you may be thinking about the resolutions that you should make for 2020. This is a good practice, but there is that cliché about resolutions that are never … [Read more...]
Estate Planning Is Still Important for Same Sex Couples
We have always been very friendly to the LGBT community, and estate planning has traditionally been an absolute must for committed life partners. This is because of the fact that same-sex marriages … [Read more...]
Informed Planning Can Protect Government Benefits
If you have a person with special needs in the family, you should definitely consider the ramifications. There are different ways to facilitate postmortem asset transfers, and the right choice for one … [Read more...]
Charitable Giving Can Be Part of Your Legacy Plan
Legacy planning is a more comprehensive approach to the estate planning process. When you consciously craft your legacy, you make sure that you pass along monetary resources to your loved ones in the … [Read more...]
