Basic Steps in Creating a Trust: Part Two In the first part of this post we covered the initial basics in setting up a trust. Determining your purpose … December 24, 2017 2 MIN READ
Asset Transfers from Trusts Abroad It is no secret that we live in an increasingly globalized world. That means it is becoming more and more … December 17, 2017 2 MIN READ
Understanding Survivor Benefits An often-overlooked part of estate planning is social security. We often hear that social security is not enough for an … December 14, 2017 2 MIN READ
UCLA study suggests Alzheimer’s cases could double by 2060 A recent study by the UCLA Fielding School of Public Health suggests the number of Americans suffering from Alzheimer’s or … December 13, 2017 2 MIN READ
Insurer revenue from Medicare and Medicaid more than doubles in less than a decade According to a recent report by CNBC over half of the revenue generated by the nation’s top five-insurance companies comes … December 10, 2017 2 MIN READ
The Impact of Tax Cuts on Estate Planning Estate planning can be a confusing topic especially when considering it along with financial planning. It can be even more … December 9, 2017 2 MIN READ
Federal court rules medical malpractice victim must repay Medicare bills A U.S. District Court judge recently ruled that medical malpractice victimss receiving benefits from Medicare must pay back the federal … December 6, 2017 2 MIN READ
Financial Mistakes Made Now Could Significantly Impact Your Estate Plan Estate planning is sometimes thought of as something older more established individuals engage in when they have kids to worry … December 3, 2017 3 MIN READ
Charitable Giving and Estate Planning For both practical and philanthropic reasons charitable giving can be an important part of your estate planning strategy. However it … November 25, 2017 2 MIN READ
Estate Planning Understanding the Inheritance Tax There are a lot of considerations when it comes to comprehensive estate planning not the least of which is choosing … February 7, 2018 2 MIN READ
Asset Protection, Estate Administration, Estate Planning What You Should Know About Family Education Trusts Planning for your children’s educational needs is a worthwhile goal. Fortunately various options exist for satisfying this goal. A 529 … October 20, 2021 2 MIN READ
Aging, Senior Living Book Review: John Leland’s “Happiness is a Choice You Make” In his book subtitled “Lessons From a Year Among the Oldest Old” journalist John Leland takes us on a journey … October 21, 2022 2 MIN READ
