Don’t Fall for These Medicaid and Estate Myths
Since estate issues, one way or another, affect everyone over time (since death does) and since Medicaid planning has for many years been a topic of popular conversation—and popular misconceptions in the U.S., it is not unusual that both subjects have generated misunderstandings and, in some cases, folklore that has persisted.
Required Minimum Distribution Changes for 2025
New withdrawal requirements for inherited IRAs create tax planning challenges for beneficiaries.
Asset Protection Planning Strategies to Protect Seniors from Financial Scams
The heartbreaking story of a retired therapist who lost nearly $600,000 to an elaborate scam underscores the need for asset protection strategies to safeguard seniors from increasingly sophisticated financial fraud schemes.
8 Major Medicare Changes for 2025: What You Need to Know
“It’s the first time in the history of the Medicare program that people have a cap on how much they could have to pay out-of-pocket” Meena Seshamani, M.D., Director of the federal Center for Medicare. Several provisions of the Inflation Reduction Act of 2022 related to Medicare will be implemented in 2025. Medicare is evolving, […]
Review and Update Estate Plan in the New Year
The start of a new year is the perfect time to review your estate plan, ensuring that it reflects your current wishes and safeguards your legacy.
Discussing Estate Planning in the Holiday Season
Estate planning can be a tricky topic to bring up with loved ones, especially when distance is part of the equation.
Understanding Estate Planning for Military Families: Survivor Benefits, VA Pension Eligibility and More
Estate planning for military families involves unique benefits like survivor pensions, VA support and tools to protect loved ones and maintain financial stability after a servicemember’s passing.
What Should You Do If Your Estate Plan is Out of Date?
A farm couple spent a lot of money on their estate plan years ago. However, now it’s outdated.
How Can You Prepare to Care for Elderly Parents?
Prepare for the challenges of caregiving by creating a solid plan, seeking legal guidance and prioritizing your own self-care along the way.
Why are Inheritance Conversations Necessary?
Death and money aren’t fun subjects to bring up over dinner. However, families who make time for that awkward chat now can spare deep regrets and potentially millions in lost dollars.
