17 01, 2020

Do You Have the Right Fiduciary?

2023-11-13T02:57:39-05:00January 17th, 2020|

A fiduciary is a fancy legal term for the person who will take care of your property for you if you are unable to do it yourself, such as the executor of an estate, the trustee of a trust, or [...]

10 01, 2020

The Durable Power of Attorney

2023-11-13T02:56:23-05:00January 10th, 2020|

For most people, the durable power of attorney is the most important estate planning instrument available -- even more useful than a will. A power of attorney allows a person you appoint -- your "attorney-in-fact" or “agent” -- to act [...]

10 01, 2020

Understanding Revocable Trusts

2023-12-01T03:07:06-05:00January 10th, 2020|

Revocable trusts are an effective way to avoid probate and provide for asset management in the event of incapacity. In addition, revocable trusts--sometimes called “living” trusts--are incredibly flexible and can achieve many other goals, including tax, long-term care, and asset-protection planning. [...]

6 01, 2020

Movement Grows to Add Dental Coverage to Medicare

2020-01-06T10:48:47-05:00January 6th, 2020|

Medicare does not offer much in the way of dental benefits. To get dental coverage, you need to purchase separate and often costly dental insurance or sign up for a Medicare Advantage plan that includes dental care. Advocates for Medicare [...]

2 01, 2020

New Law Makes Big Changes to Retirement Plans

2020-01-02T09:38:36-05:00January 2nd, 2020|

President Trump has signed a spending bill that makes major changes to retirement plans. The new law is designed to provide more incentives to save for retirement, but it may require workers to rethink some of their planning. The Setting Every Community [...]

22 12, 2019

The Most Important Estate Planning Documents

2022-09-18T08:29:07-04:00December 22nd, 2019|

Making sure you have the right estate planning documents is one of the simplest ways to have a positive impact on your family's future. Proper planning ensures that your wishes will be followed and that your family will have less [...]

3 12, 2019

Medicaid’s Treatment of the Home

2019-12-03T08:19:23-05:00December 3rd, 2019|

Nursing home residents do not automatically have to sell their homes in order to qualify for Medicaid, but that doesn't mean the house is completely protected. The state will likely put a lien on the house while the resident is [...]

25 11, 2019

Three Reasons Why Joint Accounts May Be a Poor Estate Plan

2019-11-26T08:29:50-05:00November 25th, 2019|

Many people, especially seniors, see joint ownership as an easy way to avoid probate and plan for incapacity, but there are major drawbacks to joint accounts. When people own property as joint tenants each person has an equal ownership interest [...]