You Can Give Away More Tax Free in 2018
After staying the same for five years, the amount you can give away to any one individual in a particular […]
You Can Give Away More Tax Free in 2018 Read Post »
Estate Planning
Three Reasons Why Giving Your House to Your Children Isn’t the Best Way to Protect It From Medicaid
You may be afraid of losing your home if you have to enter a nursing home and apply for Medicaid.
Use Your Will to Dictate How to Pay Your Debts
The main purpose of a will is to direct where your assets will go after you die, but it can
Use Your Will to Dictate How to Pay Your Debts Read Post »
Be Aware of the Kiddie Tax Before Leaving an IRA to Children
Grandparents may be tempted to leave an IRA to a grandchild because children have a low tax rate, but the
Be Aware of the Kiddie Tax Before Leaving an IRA to Children Read Post »
Why You Should Use a Lawyer for Medicaid Planning?
Many seniors and their families don’t use a lawyer to plan for long-term care or Medicaid, often because they’re afraid
Why You Should Use a Lawyer for Medicaid Planning? Read Post »
It’s August, So It Must Be Make-a-Will Month!
So August is National Make-a-Will Month. Who knew? Getting a will isn’t the most pleasant of tasks, and consequently, too
It’s August, So It Must Be Make-a-Will Month! Read Post »
Take These Three Steps When Your Child Turns 18
Up until your child reaches 18, you are absolutely entitled to access your child’s medical records and to make decisions
Take These Three Steps When Your Child Turns 18 Read Post »
Are Trusts Still Useful If the Estate Tax Is Repealed?
With Republicans in control of Congress and the presidency, there is talk of eliminating the federal estate tax. In 2017
Are Trusts Still Useful If the Estate Tax Is Repealed? Read Post »
What Is a Life Estate?
The phrase “life estate” often comes up in discussions of estate and Medicaid planning, but what exactly does it mean?
What Is a Life Estate? Read Post »