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...
Family Meetings and Trustworthy Siblings Needed to Help Aging Parents
If your parents are at a point where they struggle with their financial affairs, increasing your...
What are the Basic Estate Planning Documents?
In a nutshell, an estate plan encompasses the accumulation, conservation and distribution of an...
Digital Assets in Estate Planning: The Brave New World of Estate Planning
According to a new report from Kaspersky Lab, more than one in 10 people have now used...
Should a Donor-Advised Fund Be Part of My Estate Planning?
With the prospect of a Biden administration potentially raising tax rates and cutting estate tax...
What are the Biggest Mistakes Women make with Social Security?
Women face unique challenges when planning for retirement and making these mistakes can result in a...
When Should I Claim Social Security?
Know the five factors you should consider, when weighing whether it's time to tap your benefits.