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Tax Deductions

Beneficiary Mistakes to Avoid

Posted on: January 16, 2023
Beneficiary designations are very important. Before making a decision on a beneficiary, it's very important to check your state laws and speak with your estate law attorney and/or your financial advisor.
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Whe a loved one passes away.

What Do I Need to Do When a Loved One Dies?

Posted on: October 24, 2022
It’s easy to overlook an important task after a spouse or other loved one passes away – like retitling assets. It’s a little thing with big ramifications. Follow this checklist to help make a challenging time less confusing.
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Long-Term Care Costs and Medicare

Posted on: September 28, 2022
Are you aware that health insurance and Medicare don’t cover long-term care costs? If you’re planning how you’ll finance long-term services, this could create a problem. With the cost of long-term insurance rising, Medicaid might be the next best option. We’ll cover how to apply for Medicaid and what you should be aware of.  Before […]
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Celebration

Social Security and Representative Payees

Posted on: August 31, 2022
Do you have a close friend or family member who collects Social Security, but has difficulty managing their payments or similar finances? If so, they may need to assign someone as their representative payee. Keep reading to find out more and what a payee is able to do.  A representative payee is any trusted individual […]
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Fundamental estate planning

Communication is Key in Generational Estate Planning

Posted on: May 10, 2022
For most families, the estate planning process is more involved than simply naming beneficiaries. While the primary goal of estate planning is transferring assets in an orderly and tax-efficient manner, it’s just as important to focus on preserving wealth across generations.
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probate and estate administration

What Happens If Your on Medicaid and Your Spouse Passes Away?

Posted on: February 23, 2022
In our past few blogs we have been focusing on Medicaid and qualifying for it. This month we wanted to talk about if a Medicaid recipient is in a nursing home and their spouse, not in a nursing home passes away. If one spouse has to go into the nursing home, some planning can be […]
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estate planning

Here’s Why You Need an Estate Plan

Posted on: July 31, 2021
No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
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medicaid

Can You Use Estate Planning to Prepare for Medicaid?

Posted on: February 24, 2021
When thinking about the future there is quite a bit to consider. One of those is what you’re going to do if you can’t stay in your house as you get older. If you would need to end up in a nursing home, keep in mind that long-term care is very expensive. In many instances, […]
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Required Minimum Distribution

How to Fix a Required Minimum Distribution Mistake

Posted on: November 6, 2020
The rules around required minimum distributions from retirement accounts are confusing, and it’s easy to slip up. Fortunately, if you do make a mistake, there are steps you can take to fix the error and possibly avoid a stiff penalty. If you have a tax-deferred retirement plan such as a traditional IRA or 401(k), you […]
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