If You Haven’t Been Regularly Reviewing Your Estate Plan, Start When You Hit 60 March 19th, 2019 How frequently you should review your estate plan depends on how old you are and whether there has been a significant change in…
Should I Worry about Medicaid Estate Recovery? What is It? The Medicaid Estate Recovery Program (MERP) may be used to recoup costs paid toward long-term care. It’s designed to help make the program affordable for the government, but it can…
How Do I Use a Charitable Remainder Trust with a Large IRA? Since the mid-1970s, saving in a tax-deferred employer-sponsored retirement plan has been a great way to save for retirement, while also deferring current income tax. Many workers put…
Don't Wait Until Your Parents Become Incapacitated to Plan for Your Future! Don't Wait Until Your Parents Become Incapacitated to Plan for Your Future! Have you ever been concerned about an older relative who seems to be making bad decisions?…
Revising Your Estate Plan After Divorce If you don't update your will, trust, and beneficiary designations, your ex could inherit. By Mary Randolph, J.D. If you're going through the emotional and financial turmoil of a divorce, estate planning may be the…
What is a Disability Panel and How Does it Work? What is a Disability Panel and How Does it Work? Aging can be both rewarding and challenging. With age we gain the wisdom we wish we would have had…
I’m NOT in a Low-Income Bracket, I Couldn’t Possibly Qualify for Medicaid, Think Again! I’m NOT in a Low-Income Bracket, I Couldn’t Possibly Qualify for Medicaid, Think Again! Think you make too much money to be eligible for Medicaid? Have…