How Does a Spendthrift Trust Work?

  • April 3, 2020

There are many different kinds of trusts, including ones designed to safeguard an inheritance. The spendthrift trust is a good tool in the estate planning toolbox for individuals who, for whatever reason, can’t manage money. Sometimes families need to recognize…

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The Fiduciary Rule

  • March 31, 2020

On March 15, 2018, the Fifth Circuit Court of Appeals ruled that the United States Labor Department acted outside of its authority by creating the fiduciary rule and no longer has authority to enforce this Obama-era protection for retirement savers.…

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Why Everyone Needs a Plan for Digital Assets

  • March 26, 2020

Now that so much of our lives are lived online, we need a plan to prevent the loss of digital assets that include treasured family memories, financial accounts and, in some cases, entire businesses. The loss of a spouse creates…

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Telehealth Services Coming to the Forefront of Medical Care

  • March 24, 2020

In response to the COVID-19 outbreak, the Centers for Medicare & Medicaid Services (CMS) recently announced that it has increased access to Medicare telehealth services. This means that Medicare beneficiaries can receive more benefits from their doctors without having to…

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When Was the Last Time You Reviewed Your Will?

  • March 20, 2020

If you don’t remember the last time you reviewed your will, checked your beneficiaries on insurance policies or retirement accounts, that’s a big red flag: it’s time. There have been many changes in recent years to the laws that affect…

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How Do I Know if I’m a Beneficiary?

  • March 18, 2020

The rules for distribution notification depend upon a number of factors: is there a will or are the estate assets being distributed outside of probate? What if there’s no will? If a person dies with a will, their will must…

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Planning for the Unexpected

  • March 16, 2020

The sudden rise of the coronavirus, COVID-19, has left many unprepared and confused. There are numerous reports of shortages of antibacterial hand sanitizer, disinfecting wipes, and even toilet paper. While we can’t predict when something like COVID-19 might strike, we…

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