While considering your long-term investment goals, meet with your team of professional advisors to look at any issues or changes that could impact your typical
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Make a Plan to Make a Plan for Retirement
Everyone’s busy with families, careers, home-buying, and then one day, college for the kids. It shouldn’t be too surprising that retirement planning takes a back
Is a Living Trust Right for You?
A living trust is a legal document that holds title to your assets for your benefit (and likely with you as the trustee) while you're
Things to Think About When You Move to a Different State
“Whether your company has decided to move its headquarters or operations to a new state or asked you to move to a different office location,
Unlike Fine Wine and Some Fancy Cheeses, an Estate Plan Doesn’t Get Better with Age
Your estate plan may be aging as we speak. It could be getting obsolete and not reflect your current circumstance, objectives, and desires. As the
Be Prepared to Transfer the Family Business
Many family-business owners aren’t sufficiently prepared to transfer their businesses. There are several reasons why business transition planning is critical for business owners who want
Review Your Tax Returns for Ideas on Improving Your Finances
You can use the details on Form 1040 to spark discussions about much more than tax planning with your estate planning attorney, says CNBC, in
What If the Estate Tax Goes Away?
A recent Forbes article addresses an interesting question: “If the U.S. Federal Estate Tax Goes Away, What Will Single-Family Offices Likely Do?” Even if the
Finally, New Rules for Nursing Homes
As a recent Forbes article titled “The End of Secrecy in Nursing Home Wrongdoing” explains, until now consumers were required to sign arbitration agreements when
Medicare’s Observation Status Can Have You Seeing Extra Dollar Signs
If you’re in the hospital under “observation status,” which is a Medicare designation applied to patients deemed insufficiently ill for formal admission, but still too
Plug Your Nose and Draft a Will!
As icky as it can be to think about your own death, estate planning attorneys will tell you that it’s imperative to protect your family
“SNF” Doesn’t Stand for “Sunday Night Football” When Talking About Medicaid and Medicare
Can you believe the average cost for a one-bedroom unit in an assisted living facility is nearly $42,000 a year in our country? These long-term-care