It May Be Time to Update Your Estate Plan
Business Owners – Do You Have a Business Succession Plan?
Five Reasons to Plan in Advance for Medicaid Asset Protection
Talking To Your Family About Your Estate Plan
Can a Spouse Contest a Medical Power of Attorney?
Anyone can contest a Medical Power of Attorney, but the question is whether the person would succeed in contesting your wishes. Everyone has the right to make decisions related to their future medical care, including appointing a trusted person to act as their agent if they are unable to make decisions or enforce prior...
Does the Tax Cuts and Jobs Act Affect Your Tax Savings Plan?
VA Makes it More Difficult for Veterans to Qualify for Long Term Care Benefits
As if it wasn’t already difficult to obtain needed benefits, veterans must face a new hurdle put into place by the Department of Veteran Affairs. In a new rule finalized this month, the VA has added a number of new limits and requirements to a number of veteran’s benefits programs, including...
Veteran’s Affairs Implements New Regulations for Needs Based VA Benefits
Pension benefits can greatly assist U.S. veterans who demonstrate financial need. Recently, the U.S. Department of Veterans Affairs announced new regulations governing the net worth requirements for veterans, as well as income exclusions and asset transfers. It is expected that the...
What is ‘Swedish death cleaning’ and should you be doing it?
If you’ve ever dealt with an estate after the death of a family member or close friend, you may understand the overwhelming task of dealing with what was left behind. Unless your loved one was a staunch minimalist with a Type-A personality...
California Children Could Benefit from Tax Laws on Inherited Property
California currently boasts several tax laws that could greatly benefit children who inherit property from their parents. State laws are protecting children from tax increases on inherited homes, which is thought to be impacting the availability of housing in...