Gifts to Grandchildren
There are some serious drawbacks to many options for giving gifts to grandchildren. Either there are no tax or estate […]
Gifts to Grandchildren Read Post »
Blog
Don’t Forget to Fund Your Revocable Trust
Revocable trusts are a very popular and useful estate planning tool. But the trust will be ineffective if you do
Don’t Forget to Fund Your Revocable Trust Read Post »
8 Tips for Having ‘The Talk’ with Elderly Parents
Unless you’re certain your parents have an up-to-date will and a wider plan for what should happen in the event
8 Tips for Having ‘The Talk’ with Elderly Parents Read Post »
The Do’s and Don’ts of Storing Your Estate Planning Documents
Creating and executing estate planning documents is just the first step. Once you have completed the documents, you need to
The Do’s and Don’ts of Storing Your Estate Planning Documents Read Post »
3 Changes You May Want to Make to Your Estate Plan Now Due to the Pandemic
You may need to reevaluate some elements of your estate plan in light of the coronavirus pandemic. There are unique
3 Changes You May Want to Make to Your Estate Plan Now Due to the Pandemic Read Post »
Special Ownership for Married Couples: Tenancy by the Entirety
Married couples have a special way to jointly own property in some states that has advantages over regular joint ownership.
Special Ownership for Married Couples: Tenancy by the Entirety Read Post »
Staying Connected to Family Members in a Nursing Home When Visits are Banned
The spread of the coronavirus to nursing home residents has caused the federal government to direct nursing homes to restrict
Staying Connected to Family Members in a Nursing Home When Visits are Banned Read Post »
Yes, You Can Receive Unemployment and Social Security at the Same Time
The Covid19 pandemic has sent unemployment to its highest levels since the Great Depression, and older workers have been particularly
Yes, You Can Receive Unemployment and Social Security at the Same Time Read Post »
How Your Stimulus Check Affects Medicaid Eligibility
The coronavirus relief bill includes a direct payment to most Americans, but this has Medicaid recipients wondering how the payment
How Your Stimulus Check Affects Medicaid Eligibility Read Post »