Leaving assets to your adult children or other beneficiaries may seem simple. But in many situations, it can be quite tricky. For example, if you have a beneficiary with special needs, you must take special care. Read on to learn more. … [Read more...]
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Get Your Legal Affairs in Order Now! Free Workshop!
Click here for details and on-line registration Be our guest at this FREE workshop. We’ll discuss several topics including: How does the NEW 2020 CARES Act, passed by Congress, directly affect my family and many retirees? What happens in an emergency, if I do not have Healthcare Directives in place or updated? What can I do to protect my home and assets, and still qualify for Medicaid to pay nursing home costs, which are over $5,000 per month locally? If I die first, and my spouse … [Read more...]
Leaving Assets Can Be Tricky – Part 2
Leaving assets to your adult children or other beneficiaries may seem simple. But in many situations, it can be quite tricky. Read on to learn more. … [Read more...]
The Basics: “HIPAA” Powers
This is the second in a three-part series of articles on Powers of Attorney. The first article examined the Financial Power of Attorney. This second article examines the Healthcare Power of Attorney and Advance Directive. Read on to learn more … [Read more...]
Removing Life Insurance Without Triggering the Transfer for Value Rule
Life insurance is included in the taxable estate typically. A trust is a great way to remove the value of life insurance from the taxable estate. But there are two potential traps in this. The prior article examined the first trap, the three-year lookback of Section 2035. This article will examine how the Transfer for Value rule can make life insurance taxable. Read on to learn more about how to avoid the income taxation of life insurance. Read on to learn more … [Read more...]
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