July 11, 2022 •
Estate Planning 
There are other types of policies and investments that you can use to get long-term care benefits.
Read MoreJuly 1, 2022 •
Estate Planning 
Long-term care insurance helps pay for healthcare costs that aren’t covered by Medicare or conventional health policies.
Read MoreJune 30, 2022 •
Estate Planning 
Choosing a beneficiary can be very simple, yet very important in any account that requires it.
Read MoreJune 29, 2022 •
Estate Planning 
Handled incorrectly, your cryptocurrency could go poof. You need a password-sharing plan, a plan for naming beneficiaries, and, possibly, a trust.
Read MoreJune 28, 2022 •
Estate Planning 
Due to recent tax law changes, your family may be able to avoid adverse federal estate tax consequences when you leave assets to your adult children.
Read MoreJune 27, 2022 •
Estate Planning 
Firearms are unique in this regard; guns are the only item of personal property that carry an inherent risk of legal peril, including potential criminal liability, so careful and deliberate planning is warranted.
Read MoreJune 24, 2022 •
Estate Planning 
The Treasury Department is on the cusp of changing a taxpayer-friendly regulation regarding federal estate taxes, but there’s no need to panic. As long as taxpayers can show that their gifts are truly gifts, they should not be affected by the revision.
Read MoreJune 23, 2022 •
Estate Planning 
When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’
Read MoreJune 22, 2022 •
Estate Planning 
Signing a prenup doesn’t indicate that you don’t have faith in your marriage, just like buying car insurance doesn’t mean you expect to get in a crash.
Read MoreJune 21, 2022 •
Estate Planning 
For disabled persons receiving financially based government benefits, a supplemental needs trust (‘SNTs’) can safeguard benefits and serve as an effective estate planning tool.
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