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…
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…
Benefits of Advanced Estate Planning Minimize taxes and protect your assets BY JULIE GARBER Updated November 20, 2019 Advanced estate planning—something more than a simple will or basic living trust—can be critical for people with valuable, taxable estates. It…
What Is a 'Lady Bird Deed'? I heard about something called a “Lady Bird deed” that could be useful if I need to apply for Medicaid. What exactly is it and why is it named that? A "Lady Bird deed"…