Incapacity planning is exactly as it sounds- It’s the process of planning for future incapacity due to injury or illness. Working on this now is the key to securing your family's future in the event something happens to you that causes you to become incapacitated. If you don't take … [Read more...]
Long-Term Care Planning: FAQs to Address
Long-term care planning is not a mystery, but when you’re young and healthy, you assume that you’ll have many years before you need to think about long-term care. And even if you’re older, it’s natural to assume that you can maintain your independence. While it’s your hope that you never require … [Read more...]
It’s Important to Have a Coordinated Estate Plan
There are many parts to an Estate Plan. The Revocable Trust is just one part. It’s important to coordinate the various parts of the Estate Plan. Read on to learn more. … [Read more...]
Roth IRAs Can Be a Great Planning Strategy: Advanced
This is the second in a two-part series on Roth IRAs. The first part reviewed the basics of Roth IRAs. Read on to learn more. … [Read more...]
Roth IRAs Can Be a Great Planning Strategy: Basics
Roth IRAs can be a great planning strategy. They can save taxes and help in many ways. Read on to learn more. … [Read more...]
Trust Distribution Standards May Be Very Broad
Trustee distribution standards could be very broad. “Health, education, maintenance, and support” is such a standard, which has its origin in tax regulations. Read on to learn more. … [Read more...]
Revocable Trusts Are Not Always Treated the Same as an Individual
A revocable trust is treated the same as the individual for most purposes. But for some narrow purposes it can be treated differently. Read on to learn more. … [Read more...]
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