Blog

Estate Planning Post COVID

October 19th, 2023
More than three years after COVID-19 first appeared on the scene, many aspects of our lives and world have gone back to something approaching normal: we are dining in restaurants, traveling on planes, attending work and school in person. But some thi… Read More

What is an Inheritance or Probate Advance?

September 15th, 2023
Have you ever stood outside a shop, waiting for it to open, while staring through the window at the very thing you need? It’s right there, yet you have no access to it. If you have had this frustrating experience, you can probably imagine what it i… Read More

Avoiding Issues When Applying for Medicaid

August 16th, 2023
Over 1.4 million Americans, mostly elderly, live in nursing homes. Over 60 percent of those nursing home residents receive Medicaid benefits to pay for their care. No one likes to think about the possibility of needing long-term care, or not having t… Read More

Roth Conversion Rules

July 14th, 2023
Owners of a traditional IRA may consider converting their retirement account to a Roth IRA. If a possible Roth conversion has been on your mind, you may wonder if it makes sense at this time, and what the pros and cons of a conversion. In this blog p… Read More

Buying an Annuity: What to Know

June 14th, 2023
If you’re thinking about financing your retirement, you may wonder how buying an annuity could fit into the picture. If you are wondering how to buy an annuity, where to buy an annuity, or simply whether or not you should purchase one, we have some… Read More

1035 Exchanges for Life Insurance and Annuities

May 16th, 2023
What do you do if you have a life insurance policy or annuity, and discover that another policy or annuity better meets your needs? Do you have to pay tax on the gains in your old policy before transferring the cash value to a new one? In many cases,… Read More

SECURE Act 2.0

April 10th, 2023
In 2019, the federal government passed the Setting Every Community Up for Retirement Enhancement Act—more commonly known as the SECURE Act, the predecessor to the SECURE Act 2.0. That legislation made important modifications to laws affecting retir… Read More

What is a Trust Protector or Trust Advisor?

March 20th, 2023
With the growing popularity of trusts in estate planning, including trusts that may last for two or three generations, creators of trusts may be concerned about how to ensure their intentions for the trust are honored. A trust protector or trust advi… Read More

Estate Planning 101: Incapacity Planning

February 15th, 2023
If you asked 100 people on the street what estate planning is for, the great majority would probably say something like “to provide for your family,” or “to distribute your property after you die.” Those are certainly important reasons to hav… Read More

What is a Community Property Trust?

January 23rd, 2023
Ten states in the U.S. are classified as “community property” states, in which each partner in a marriage is considered to own half of the assets acquired during the marriage. Although community property jurisdictions constitute a small minority… Read More
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