If you like the way the laws are today, you need to take advantage of them now, before they are...
Category - Previous Posts
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...
What Does the HEALS Act Mean for Medicare?
Medicare beneficiaries would get a reprieve on higher Part B costs next year in the coronavirus...
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...
What are the Major Changes to Social Security in 2020?
Four changes are taking effect for Social Security in 2020. Knowing the facts about those changes...
Protecting Inheritance from the Taxman
Received an inheritance of cash, investments, or property? Here are four ways that can help you...
Can You Afford a $450 Loss Every Month with Your Social Security?
Social Security can be a confusing topic but considering that 88% of workers expect to depend on...
Don’t Forget to Update Your Estate Plan
Are you the type of person who signs their will, sticks it in a drawer and never looks at it again...
What Should I Know, If I Need to Take an Elderly Person to the Doctor?
Restrictions for visitors, including caregivers, have eased since the spring and exceptions are...
Does My Business Need a Succession Plan?
As a small business owner, you should be thinking about your succession plan. A succession plan—or...