Social Security can be a confusing topic but considering that 88% of workers expect to depend on...
Archive - 2021
What Kind of Estate Planning Do I Need During the Pandemic?
The COVID-19 pandemic has made 2020 a nightmare for many people, and inadequate estate planning can...
Do You Know Your Job as Executor, Agent or Trustee?
Has a family member or close friend asked you to serve as their executor, trustee or power of...
Does New Federal Regulation Mean Lower Prescription Drug Prices?
Medicare would tie what it pays for some medications administered in doctors’ offices to the lowest...
It’s Time to Stop Procrastinating and Have Your Estate Plan Done
The steady drone of coronavirus news these past nine months has spurred countless older Americans...
How Do I Plan for a Loved One with Special Needs?
It is critical that parents and grandparents give careful thought to any gift of money or bequest...
Protecting Inheritance from the Taxman
Received an inheritance of cash, investments, or property? Here are four ways that can help you...
What Does the HEALS Act Mean for Medicare?
Medicare beneficiaries would get a reprieve on higher Part B costs next year in the coronavirus...
Take Advantage of Tax Laws Now
If you like the way the laws are today, you need to take advantage of them now, before they are...
Are More Floridians Looking at Medicaid in the Pandemic?
The number of Floridians relying on the state’s health care safety-net program continues to push...