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Medicaid Eligibility for Long-Term Care – The Basics
Generally speaking, if you make under 100-200% of the federal poverty level and are elderly, you will likely qualify for your state’s Medicaid program.
Key Health Document Most Americans Don’t Have but Should
Regardless of one’s feeling on estate planning, there is one estate planning document that all Americans should have: A Health Care Directive.
Unintended Kiddie Tax Change Fixed in the SECURE Act
The kiddie tax was created long ago to prevent wealthy parents from cutting their taxes by transferring a large amount of investments to their dependent children, who would be taxed at a lower rate.
Share Your Estate Plan Now to Protect Your Family When You Are Gone
Estate planning clients, typically those nearing or beyond retirement, often ask what kind of information they should share during their life with the beneficiaries of their estate.
Microsoft’s Co-Founder Paul Allen’s Billions Estate
Paul Allen intended to give away the majority of the $20 billion-plus fortune he accumulated as Microsoft co-founder, technology investor, real estate magnate and NFL and NBA team owner.
How Do I Undo a Reverse Mortgage?
Is it possible to settle a reverse mortgage so people can keep their home, if they change their minds? Can their children buy it out and keep their parents’ home?
SECURE Act Means It’s Time for an Estate Plan Review
Congress passed an important retirement-savings law called Setting Every Community Up for Retirement Enhancement, or the SECURE Act of 2019.
A 2020 Checklist for an Estate Plan
For many people, what comes to mind when they think about estate planning, is how much money they will be able to save in taxes as assets are passed from one generation to the next. While that is certainly an important part of any plan, there is much more to consider so that a person and his or her family are protected for the future.
Do You Want to Decide or Do You Want the State to Decide?
Estate planning attorneys will agree, it’s better to die with a properly drafted will than to die without one. If you don’t have one, consider getting one.
The SECURE Act and Your Retirement
While most of us had stockings and menorahs on our minds, President Trump on Dec. 20 signed the Secure Act that makes the most significant changes in retirement accounts we’ve seen in years.