Life insurance is included in the taxable estate typically. A trust is a great way... [Read more...]
The Basics: “HIPAA” Powers
This is the second in a three-part series of articles on Powers of Attorney. The... [Read more...]
Best Places to Retire: State Taxation
You owe federal income tax wherever you live. But your overall tax burden can vary... [Read more...]
Joint Tenancy Pros and Cons
Joint tenancy is a commonly used form of ownership between two or more people. It... [Read more...]
Whom Do You Want to Get Your Assets?
When it comes to estate planning, most of us have an idea whom we’d choose... [Read more...]
Planning for the SECURE Act
The SECURE Act passed in late December. The SECURE Act changes some lifetime rules, but... [Read more...]
Coronavirus and Nursing Homes
The novel coronavirus, COVID-19, is spreading in the United States and across the globe. Social... [Read more...]
Economic Fallout from Coronavirus May Provide Opportunities
COVID-19, the novel coronavirus, has been a challenge confronting countries around the world. While healthcare... [Read more...]
Preparing for Coronavirus
The novel coronavirus, COVID-19, is spreading in the United States and across the globe. Learn... [Read more...]
Planning for the Sandwich Generation
The Sandwich Generation is torn between care taking responsibilities for their minor children and their... [Read more...]
Estate Planning Conference Discusses SECURE Act and More
The Heckerling conference, the largest conference for Estate Planning in the country, occurred last week... [Read more...]
The SECURE Act and What It Means for You
The SECURE Act passed in late December. The SECURE Act changes some lifetime rules, but... [Read more...]
