One attorney calls it the “Get out of Dodge plan”—the best way to keep your assets intact before applying for Medicaid to cover nursing home
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Consider The Risks Before Downloading Those Documents
People have many options today for creating their own estate planning documents. Forms can be purchased quickly from websites and books. However, trying to create
Five Steps To Make Retirement Easier
Retirement brings the freedom to explore a new stage of life. But for many, after years of working for others, it also means assuming responsibility
Nursing Homes File Guardianship Petitions to Collect from Residents
One day last summer, after he disputed nursing home bills that had suddenly doubled Mrs. Palermo’s copays, and complained about inexperienced employees who dropped his
Elder Rights in Guardianship
This spring, Florida lawmakers will have a chance to stem abuses in the state’s little-understood adult guardianship system by taking up measures that would make
Tips on College Education Savings
The government encourages saving for a college education by providing tax advantages through college savings plans. The world of these plans is a complicated one,
The President’s New Plan for the Middle Class
Tax and economic reforms are on the President’s agenda for 2015 as he seeks to close what he terms “unfair loopholes that are only available
If I Sue the IRS, Do I Stand a Chance?
What happens when a taxpayer disagrees with the Internal Revenue Service (IRS)? Some people think that the matter ends there: the IRS always wins, right?
Planning for Retirement with a Plan
Developing a financially sustainable plan for retirement can be one of life’s most stressful processes. Those considering retirement need time to look at the many
Resolve to Plan Your Estate Wisely
Fifty-four percent of Americans planned on making a financial resolution for 2015. According to a new poll by GOBankingRates, as reported in the Las Vegas
Estate Tax 101
The estate tax is one of the most complex parts of the tax laws, drawing a lot of controversy among Americans. Even as opponents label
Helping Your Parents Downsize
A mother who just turned 75 wants to downsize from her four-bedroom house. Her husband passed away six years ago, and she owns her home
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Latest Posts
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- Could You Lose the Family Home to Taxes? The Step-Up in Basis Debate Matters More Than You Think
- The Great Wealth Transfer Is Coming—Will Your Family Be Ready or Left in a Mess?