Qualified Charitable Distributions, which allow Individual Retirement Account holders in their 70s...
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How Do Special Needs Trusts Work?
Just as you have trust in a relationship, trusting your document and those with responsibilities in...
Medicare Cost-Cutting Rule may Make Care More Expensive
A cost-saving change in Medicare launched in the final days of the Trump administration will cut...
What You Need to Know about the Corporate Transparency Act
What You Need to Know about the Corporate Transparency Act Tuesday, January 12, 2021 On January 1...
Planning Future for Nontraditional Families
Some people are concerned that the new conservative 6-3 majority on the Supreme Court will roll...
Protect Assets from Medicaid Recovery
If you’re helping an aging parent navigate Medicaid because they don’t have long-term care...
What are the Benefits of a Donor Advised Fund?
Funded with cash or other assets, donor-advised funds give charitably minded investors control of...
Should I Pass a Certificate of Deposit in My Will?
Is there a Certificate of Deposit for a husband and wife where if one passes away, the CD is not...
Should I Use a Living Trust in Estate Planning?
I understand that most people don’t need a living trust because probate is simple in the state, but...
Get Estate Plan in Order, If Spouse Is Dying from a Terminal Illness
Planning for the death of a spouse is difficult and painful. It involves conversations that we...