How to Avoid Problems as a Trustee
Being a trustee is a big responsibility and if you don’t perform your duties properly, you could be personally liable. That’s why it’s important to hire the right people to guide you in this important role.
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Prenuptial Agreements Can Be an Estate Planning Tool
As more and more people marry more than once, prenuptial agreements have become an important estate planning tool. Without a prenuptial agreement, your new spouse may be able to invalidate your existing estate plan.
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Pandemic Relief: Retirement Account Owners Do Not Have to Take Required Distributions in 2020
Retirement account owners, many of whose retirement balances have been pummeled by a stock market drop due to the coronavirus pandemic, do not have to take mandatory withdrawals this year.
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Seniors Affected by the Coronavirus Pandemic Have More Time to Apply for Medicare or Change Plans
The closure of Social Security offices has affected unemployed seniors who need to apply for Medicare after losing their employer health coverage. These seniors now have more time to enroll in Medicare or change plans.
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States May Not Terminate Medicaid Benefits During the Coronavirus Pandemic
Access to affordable medical care is especially important during a health crisis. New federal law prevents states that have accepted increased Medicaid funding from terminating Medicaid benefits during the coronavirus health emergency.
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What to Do and Not Do with Your Estate Planning Documents
Creating and executing estate planning documents is just the first step. Once you have completed the documents, you need to know what to do with them.
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Three Changes You May Want to Make to Your Estate Plan Now Due to the Pandemic
You may need to reevaluate some elements of your estate plan in light of the coronavirus pandemic. There are unique aspects of this crisis that your current estate planning documents may not be suited to handle.
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How Your Stimulus Check Affects Medicaid Eligibility
The coronavirus relief bill includes a direct payment to most Americans. How will this sudden cash infusion affect the eligibility of those receiving Medicaid long-term care services?
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Is It a Good Idea to Bring Your Parent Home from the Nursing Home During the Coronavirus Pandemic?
With the coronavirus pandemic hitting nursing homes and assisted living facilities especially hard, families are wondering whether they should bring their parents or other loved ones home.
DetailsAmy Stratton Recognized as PBN 2020 Achievement Honoree
Congratulations to Amy Stratton who was included in the PBN Business Women Awards as a 2020 Achievement Honoree. See the story about Amy here. PBN honors the success of women in a variety of industries and recognizes younger, professional women to watch as well as industry leaders. A career achiever and outstanding mentor are also honored.…
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