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Nursing Home Crisis Strategies — Spousal Refusal

When dealing with Nursing Home budgeting, Medicaid income and asset rules are strict.  Because the cost of care is very high, most…

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ARE YOUR DOCUMENTS FOLLOWING THE SAME SCRIPT? BASICS OF BENEFICIARY FORMS AND ESTATE PLANNING

In the event of your untimely death, the manner in which your beneficiaries — or those people who receive your assets from…

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THERE’S NEVER A BETTER TIME THAN NOW TO GET YOUR AFFAIRS IN ORDER

The idea of getting your financial and legal house in order is likely the last thing on your mind during the busy…

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DO YOU REALLY NEED A WILL?

The short answer to this question is “yes.” Everyone who owns anything should have a will. A will puts you in charge…

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3 DECIDEDLY DUMB WAYS TO LEAVE AN INHERITANCE FOR YOUR CHILDREN

Estate planning offers many ways to leave your assets to your children, but it’s just as important to know what not to do. Here…

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EARLY PREDICTIONS ABOUT 2016 ESTATE TAX, GIFT TAX, GST TAX AND ANNUAL GIFT TAX LIMITS

Under current law the federal estate tax, gift tax, and generation-skipping transfer tax exemptions have become unified and are indexed for inflation…

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WHAT DOCUMENTS DO YOU NEED TO FIND AFTER A LOVED ONE DIES?

After a loved one dies, you need to gather the important documents that are necessary to settle their final affairs. While the…

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