Is Your Financial Information in Order?
Preparing and organizing your financial information for when you are no longer capable will bring peace of mind to you today. At the same time, it may relieve your loved ones’ burden in the future.
Inherited Retirement Accounts: Minimizing Tax Consequences
The SECURE Act changed how beneficiaries of inherited retirement accounts must withdraw these funds. Its passage made it more difficult for individuals to pass their retirement savings on to their heirs without tax liability.
Plan Ahead Before Seeking Nursing Home Care: Avoid Unnecessary Debt for You and Your Family
Unfortunately, neither health insurance nor Medicare covers long-term care. Medicaid could become your only option, so do what you can to plan ahead.
Estate Planning for Surviving Spouses
After losing a spouse or longtime partner, it’s difficult to look past your grief. However, it’s crucial to understand the important and timely decisions you must make regarding your finances and personal estate plan.
Why Small Business Owners Need an Estate Plan
Running a small business can keep you busy, but it should not keep you from creating an estate plan. Not having a plan in place can cause problems for your business and your family after you are gone.
While an…
Medicaid vs. Medicare – What’s the Difference?
People with special needs may qualify for a variety of government benefits, including Medicaid and Medicare. What’s the difference?
Your Will Can Protect Your Children With Disabilities
August signifies National Make-a-Will Month. For the one in five families who care for children with special needs, estate planning is crucial.
An Overview of Setting up a Trust and Selecting a Trustee
A trust is not only a tool for the wealthy. In addition to serving many functions, they solve specific problems relating to the dynamics of families that have little to do with wealth. Do you want to keep your affairs…
Emotional Support Animals for Children With Disabilities
Emotional support animals (ESAs) are pets prescribed by a licensed mental health professional for those with disabling mental illness.
Home Health Services Underutilized by Seniors, Study Shows
Although Medicare funds some home health care services, a recent study has found that Medicare beneficiaries are underutilizing the program’s home health care options.