What Is Undue Influence?
Saying that there has been "undue influence" is often used as a reason to contest a will or estate plan, but what does it mean?
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04, 2022
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04, 2022
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If You Don’t Want an IRA Distribution, You Can Donate It to Charity GalleryIf You Don’t Want an IRA Distribution, You Can Donate It to Charity
Asset Protection, Estate Planning, Family Planning, Guardianship, Long-Term Care, Medicaid Planning, Retirement Accounts, Special Needs, Taxes, Trust Administration, Wills & Probatesssss
If You Don’t Want an IRA Distribution, You Can Donate It to Charity
Not everyone needs their required minimum distributions from their retirement accounts to make ends meet. If you don’t need your distribution, one option is to donate it to charity and not pay taxes on it.
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04, 2022
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When to Avoid Naming a Trust as Beneficiary of Your Retirement Plan Gallery
When to Avoid Naming a Trust as Beneficiary of Your Retirement Plan
Asset Protection, Estate Planning, Family Planning, Guardianship, Long-Term Care, Medicaid Planning, Retirement Accounts, Special Needs, Taxes, Trust Administration, Wills & Probatesssss
When to Avoid Naming a Trust as Beneficiary of Your Retirement Plan
Naming a trust as a beneficiary of your retirement plan can be a good idea in some circumstances, but it can be dangerous if you are worried about creditors coming after your estate.
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04, 2022
How Long Does an Executor’s Job Take?
Being the executor of an estate can be a time-consuming job, depending on the size and complexity of the estate. While a simple estate can take a few months and not require a huge time commitment, if there are problems, the job can drag on for years.
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03, 2022
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When a Social Security Recipient Dies, Survivors May Be Eligible for Benefits Gallery
When a Social Security Recipient Dies, Survivors May Be Eligible for Benefits
Asset Protection, Estate Planning, Family Planning, Guardianship, Long-Term Care, Medicaid Planning, Planning for Minor Children, Retirement Accounts, Special Needs, Taxes, Trust Administration, Wills & Probatesssss
When a Social Security Recipient Dies, Survivors May Be Eligible for Benefits
When loved ones pass away, there are lots of considerations, including what happens to their Social Security. The decedent’s payments need to be stopped, but survivor’s benefits may be available to the spouse or, in certain cases, children.
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03, 2022
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What Documents Are Required for a Medicaid Application? Gallery
What Documents Are Required for a Medicaid Application?
Asset Protection, Estate Planning, Family Planning, Guardianship, Long-Term Care, Medicaid Planning, Planning for Minor Children, Retirement Accounts, Special Needs, Taxes, Trust Administration, Wills & Probatesssss
What Documents Are Required for a Medicaid Application?
Medicaid applicants must prove that they have limited income and assets in order to be eligible for long-term care benefits. Before beginning the application process, it is helpful to understand what is required prove your eligibility.
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03, 2022
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Court Rules Medicare Beneficiaries Can Appeal Switch to Hospital Observation Status Gallery
Court Rules Medicare Beneficiaries Can Appeal Switch to Hospital Observation Status
Asset Protection, Estate Planning, Family Planning, Guardianship, Long-Term Care, Medicaid Planning, Planning for Minor Children, Retirement Accounts, Special Needs, Taxes, Trust Administration, Wills & Probatesssss
Court Rules Medicare Beneficiaries Can Appeal Switch to Hospital Observation Status
A federal court has ruled that hospitalized Medicare beneficiaries who were switched from inpatient to observation status can appeal the decision, making it easier for them to receive coverage for subsequent nursing home care.
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03, 2022
Things to Remember at Tax Time
Tax day is fast approaching and you want to make sure you're taking advantage of all the deductions and credits you're entitled to.
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03, 2022
What Will Happen When the Gift and Estate Tax Exemption Gets Cut in Half?
The estate and gift tax exemption is set to be cut in half in 2026. Proper planning may be necessary to make sure you are taking full advantage of the current exemption and aren’t negatively affected when it decreases.
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03, 2022
What to Do About an Unwanted Inheritance
While an inheritance is usually desired, there are some circumstances in which it might be unwelcome. If you don’t want an inheritance, you must disclaim it.