Who Should Be Your Successor Trustee?
If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your [...]
28
02, 2017
28
02, 2017
How to Choose a Trustee
When you establish a trust, you name someone to be the trustee. A trustee does what you do right now [...]
28
02, 2017
Avoid Living Probate: How to Keep Guardians and Conservators Out of Your Estate
While most proactive individuals know the importance of having a well-rounded estate plan, it is typically considered as something that [...]
28
02, 2017
Do It Now: Name a Guardian for Your Minor Child(ren)
We know it’s hard. Thinking about someone else raising your children stops us all in our tracks. It feels crushing [...]
21
02, 2017
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 [...]
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 [...]