Estate Planning, Estate Taxes, Financial Planning, Inheritance Trusts, Trusts The Advantage of Utilizing SPA Trusts in Your Estate Plan In times of economic uncertainty estate plans can benefit substantially from flexibility. As the country both continues to recover from … February 1, 2022 2 MIN READ
Elder Law, Financial Planning, Medicaid Planning Considering Medicare Advantage Plan Alternative Approximately 26.9 million Americans are enrolled in Medicare Advantage Plans as of January 2022. While many people are content with … February 1, 2022 2 MIN READ
Asset Protection, Elder Law, Financial Planning A Few Ways to Increase Your Retirement Savings in 2022 As the new year begins new opportunities are created for people to make the most out of their finances. Currently … February 1, 2022 2 MIN READ
Caregiving, Elder Law, Financial Planning Taking Rising Healthcare Costs into Consideration TD Wealth recently released a survey of estate planning experts who report that health care costs are now the biggest … August 2, 2021 2 MIN READ
Caregiving, Elder Law, Financial Planning 5 Tips on Navigating Elder Law – Estate Planning After a Divorce Adequate estate planning is a critical part of the divorce process but it is frequently overlooked because people are worried … February 11, 2021 2 MIN READ
Elder law estate planning, Financial Planning How the New Rules Under the Secure Act Changes the Way People Will Inherit Money The Setting Every Community Up for Retirement Enhancement Act of 2019 Pub. L. 116–94 was signed into law by President … May 12, 2020 2 MIN READ
Elder law estate planning, Financial Planning What are the Tax Rules of Gifts to Grandchildren? All grandparents want the best for their children and grandchildren and many take the initiative to set aside part of … June 20, 2017 2 MIN READ
Elder Law, Financial Planning Overzealous Powers of Attorney and How to Handle Them When determining how you want your estate and assets administered upon your death it is also important to consider how … March 22, 2017 2 MIN READ
Elder Law, Financial Planning What is a Blind Trust and Why Do They Matter? Blind Trusts Blind trusts are another type of trust that is established in order to set assets aside and preserve … December 6, 2016 2 MIN READ
