Blog

Some Medicare Premiums Reflecting IRMAA Surcharge

  • September 20, 2019

The increase may only be temporary for some, but others are seeing big changes in their Medicare bills. Plan ahead for this additional cost. Have you started seeing a separate invoice from Medicare, in addition to the deductions taken from…

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Why Everyone Needs a Will

  • September 18, 2019

Your net worth has very little to do with why you need a will. Everyone needs a will and an estate plan. The will does more than give you a chance to distribute your property as you see fit. Having…

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Trust

Exploring the Need for a Trust

  • September 16, 2019

This is a common question we hear. Read on for information to help figure out whether you need a trust and, if so, what kind fits your specific situation. For example, maybe you have a disabled child and you want…

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How Does Portability Work?

  • September 16, 2019

Transferring wealth from one generation, while paying the least amount in taxes, is the goal of estate plans where families have significant wealth, as well as regular people. In the past, this required complex tax planning and trust structures. In…

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Medicare

Medicare Leveraging the Latest Technologies

  • September 12, 2019

Many seniors who are financially stable and choosing to age in place already have a “smart” home employing the sorts of technology that can prolong their independent living circumstances. Family caregivers are freer to move about their daily lives knowing…

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Is There a Limit to the Number of IRAs I Can Own?

  • September 11, 2019

Few people actually plan to have multiple IRAs, but it happens, usually after starting a new job, when it’s easier just to open a new IRA rather than deal with a rollover. Traditional IRA, Roth, SEP, spousal—there’s no legal limit…

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Second Marriages and Money

  • September 6, 2019

Getting married for the second, or third, time, is a little more complicated than first-time marriages. There are usually children to consider, and assets, like a home and retirement savings. By the time you’re ready to walk down the aisle…

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Trustees

Guide for Newly Appointed Trustees

  • September 5, 2019

Your friend Rose has created a trust and she would like you to be her trustee. You want to help, but you’re concerned about all that responsibility. You would be managing Rose’s property for her and for others whom she…

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