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Do You Have the Right Fiduciary?

When creating an estate plan, an important decision is whom to name as your fiduciary, which is a fancy legal term for the person who will take care of your property if you are unable to do it yourself.

New Law Makes Big Changes to Retirement Plans

A spending bill signed into law by the President contains major changes to retirement plans. The bipartisan legislation is designed to provide more incentives to save for retirement, but it may require workers to rethink some of their planning. 

Feds Release 2020 Guidelines Used to Protect the Spouses of Medicaid Applicants

The federal government has released the 2020 federal guidelines for how much money the spouses of Medicaid recipients may keep, as well as related Medicaid figures.

Tis the Season to be Jolly

Medicare Premiums to Increase By Almost $10 a Month in 2020

After small or no increases the past couple of years, Medicare’s Part B premium will rise sharply in 2020. The basic monthly premium will increase $9.10, from $135.50 a month to $144.60. 

Medicaid’s Treatment of the Home

Nursing home residents do not automatically have to sell their homes in order to qualify for Medicaid, but that doesn’t mean the house is completely protected.

The Most Important Estate Planning Documents

Making sure you have the right estate planning documents is one of the simplest ways to have a positive impact on your family’s future. Proper planning ensures that your wishes will be followed after you are gone.

Do Surviving Spouses Have a Right to a 401(k) or an IRA?

When choosing a beneficiary for a retirement plan, it is important to understand how your spouse will be treated under the plan.

Charitable Remainder Trusts: Income for Life and a Good Deed at Death

Many people like the idea of leaving bequests to favorite charities in their wills. But instead of leaving money to a charity in your will, you can put that money into a charitable remainder trust and collect income while you are still alive.

Estate Planning During a Divorce: Four Key Considerations

No matter how well couples plan their estates, no one plans for divorce. Here are some strategies to make sure your wishes are protected during and after the process of separation and divorce.