Will You Owe a Gift Tax This Year?
If you gave away more than $18,000 to someone in 2024, you technically need to file a gift tax return. But will you actually owe a gift tax?
DetailsEstate Planning Takeaways from the 2025 Heckerling Institute
We’re sharing our top takeaways from the Heckerling Institute on Estate Planning, one of the preeminent gatherings for the latest on estate planning.
DetailsMedicaid Applicants: Protecting Your Healthy Spouse in 2025
Each year, the feds issue updated guidelines outlining how much of a couple’s assets a healthy spouse can keep while their Medicaid spouse gets the long-term care support they need.
DetailsUnpaid Family Caregiving Is Worth a Six-Figure Salary
As the population ages, the number of people affected by Alzheimer’s disease and other forms of dementia continues to rise. For family caregivers, this role comes at a substantial cost.
DetailsEstate Planning for a Vacation Home
If you are fortunate enough to own a vacation home, you need to figure out what will happen to it after you are gone.
DetailsLove Your Pet Day: Estate Planning and Your Companion Animal
Did you know that February 20 marks National Love Your Pet Day each year? You might consider it the perfect occasion to ensure they will have the care they need into the future.
DetailsCan Money Buy Happiness? Actually, It Depends
Does having more money lead to greater happiness? The effect income has on happiness can vary greatly depending on factors such as how much money one already has, cultural attitudes, and individual priorities.
DetailsMedicare Part A and B Costs to Rise Again in 2025
The Centers for Medicare & Medicaid Services (CMS) has issued the 2025 figures for Medicare. As in 2024, these health care costs are going up across the board.
DetailsThe Great Wealth Transfer: Managing Your Inheritance Wisely
Inherited wealth can provide opportunities that weren’t previously available, such as early retirement, investment opportunities, or funding for personal passions. It can also come with complexities that require careful planning and decision-making.
DetailsEntering and Leaving Medicare Advantage Plans
You generally must be enrolled in Medicare Parts A and Part B before you can enroll in a Medicare Advantage plan. To join a Medicare Advantage plan, contact the plan and ask if it is accepting new member enrollments or if it has a waiting list.
Details