She recently enrolled in traditional (Parts A, B, and D) Medicare and was hit with huge Part B and...
Category - Previous Posts
Should a GRAT Be Part of My Estate Plan?
Low interest rates and looming potential tax changes make this a good time for high-net-worth...
Why Would I Need a Power of Attorney?
A power of attorney is a document that lets you appoint a person or an organization to handle the...
Alternatives for Stretch IRA Strategies
The elimination of the Stretch IRA is a game changer, especially for parents who were considering...
What Are the Benefits and Risks of Forming an LLC?
If you have decided to start a business and are researching the available business entity types...
How to Get Your Ducks in a Row for the Sake of Your Surviving...
Families can get ripped apart permanently, because of problems with a close relative’s estate. Many...
A Will, Power of Attorney and Health Care Power of Attorney:...
These three documents are the building blocks toward a solid estate plan and peace of mind.
What Are the Basics About Trusts?
The more you read the trust, the more familiar you will become with the key provisions.
How to Plan for Long-Term Care Costs
A one-bedroom apartment in an assisted-living facility will cost you $194 per day–or about $71,000...
Special Tips for Retiring Singles
You will want to replace your income. You will also want to stay socially engaged.
