It’s no secret that the price of long-term care insurance is high. It’s high for everyone, not only the patients, but also the caregivers. They
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Do You Know How You Would Cover the Expenses of Assisted Living?
According to a survey conducted a few years ago by the Associated Press-NORC Center for Public Affairs Research, 34% of Americans thought Medicare would cover
When Can I Get the Life Insurance Company to Pay Out the Death Benefit?
A common question in settling the affairs of a loved one, is how long it generally will take after that person dies for the life
Does Your State Impose an Inheritance Tax?
New Jersey is one of the few states that still imposes an inheritance tax, says NJ.com in the article titled “How to avoid the inheritance
Elder Abuse on the Rise
The Carroll County Times of Westminster MD recently reported, in an article titled “Know the signs of elder abuse and report it if necessary,” that
When Do I Sign up for Medicare Part B?
What if you signed up for Medicare Part A when you turned 65, but didn’t enroll in Part B because you were still working and
When is the Right Time to Take Social Security?
A critical decision in your retirement planning, is when to begin taking your Social Security payments. A wrong move can result in long-term consequences. Kiplinger
What… My Taxes are Going Down? What Gives?
There could be more reductions in the offing, as lawmakers in Minnesota recently raised the state's estate tax exemption to $2.1 million retroactive to January.
Ohio Supreme Court Says High Bar to Find Undue Influence in Will
A recent case in Ohio demonstrates the very high threshold that must be met to establish that a decedent was unduly influenced or lacked testamentary
Answers to 401(k) Questions
As you develop your financial and estate plans, you should consider integrating 401(k) accounts into an overall retirement strategy. It’s an important part of the
Administrator Must File for Portability for Surviving Spouse, Court Says
The administrator of a decedent's estate in Oklahoma appealed an order from the trial court forcing the administrator to file a federal estate tax return