The acronym HIPAA stands for the Health Insurance Portability and Accountability Act of 1996. In... [Read more...]
Do I Pay Capital Gains Taxes on Appreciated Assets?
We are going to look at the guidelines for capital gains taxes on inheritances in... [Read more...]
Do I Have to Report Living Trust Income?
A living trust is a very effective estate planning tool that can be the right... [Read more...]
Are You Sure You Don’t Need a Trust (Part 2)?
In our last entry, we explained three reasons why a trust can be a better... [Read more...]
2021 Federal Estate Tax Exclusion Update
The federal estate tax looms large because it carries a heavy hitting 40 percent maximum... [Read more...]
Seniors Will Get Social Security COLA Boost
At the end of each year, the Social Security Administration releases updated parameters for the... [Read more...]
Are You Preparing for Future Nursing Home Expenses?
When you are planning ahead for your retirement years, you make projections based on your... [Read more...]
An Overview of IRA Inheritance Planning
If you don’t need to use the money in your individual retirement account, you will... [Read more...]
Did You Check These Three Estate Plan Boxes?
There is more to the process of estate planning than the creation of a simple... [Read more...]
Gift Taxes 101
There is a federal estate tax in the United States that that can have a... [Read more...]
Special Needs Planning and Medicaid Recovery
Most individuals with special needs rely on Medicaid as a source of much needed health... [Read more...]
Have You Considered a Living Trust?
Many people are under the impression that a last will is the only logical choice... [Read more...]
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