The Top 2 Ways the Court Gets Involved in Your Estate, and How to Avoid Them
No one wants unnecessary court involvement in their life. But without careful and proactive estate planning, chances are that some [...]
21
02, 2017
14
02, 2017
New Legislation Could Mean the End of Estate and GSTT Taxes
On January 24, 2017, the Death Tax Repeal Act of 2017, or H.R. 631, was introduced to the U.S. House [...]
7
02, 2017
How to Pick a Trustee, Executor, and Agent Under a Power of Attorney
While the term fiduciary is a legal term with a long history, it very generally means someone who is legally [...]
2
02, 2017
How to Deduct Long-Term Care Premiums From Your Income
Taxpayers with long-term care insurance policies can deduct some of their premiums from their income. Whether you can use the [...]
2
02, 2017
Watch Out for Mistakes in the List of Doctors Covered by Your Medicare Advantage Plan
Medicare Advantage plans are a popular alternative to regular Medicare because the plans often offer lower out-of-pocket costs, but buyers [...]
2
02, 2017
New Medicare Rule Encourages Doctors to Test for Alzheimer’s Disease and Offer Care Planning
A new Medicare rule will promote earlier diagnosis of Alzheimer's disease. Medicare will now reimburse primary care doctors who conduct [...]
2
02, 2017
Preventing a Will Contest
Emotions can run high at the death of a family member. If a family member is unhappy with the amount [...]
31
01, 2017
Better to Play it Safe: Proactive Estate Planning and Cognitive Impairment
Most financially savvy individuals begin planning their estate when they’re in peak mental shape. The idea that this might change [...]
24
01, 2017
A Powerful Exercise to Surface the Values You Want to Pass on to the Next Generation
Every one of us receives and passes on an inheritance. The inheritance may not be an accumulation of earthly possessions [...]
17
01, 2017
Got Stuff? George Carlin Says You Need An Estate Plan!
George Carlin would have been a great pitchman for estate planning. You may remember his stand-up routine on "stuff." We [...]