Every year Medicare gives beneficiaries a window of opportunity to shop around and determine if their current Medicare plan is still the best one for them. During Medicare’s Open Enrollment Period, which runs from October 15 to December 7, beneficiaries can freely enroll in or switch Continue reading
The GST tax exemption
A tool to generate future tax savings
The generation-skipping transfer (GST) tax can have harsh consequences. Those who take full advantage of GST planning strategies, however, have an opportunity to shield their wealth from tax and build a lasting legacy.
Passing Continue reading
A recent court case involving a power of attorney demonstrates the problem with using online estate planning forms instead of hiring an estate planning attorney who can make sure your documents are tailored to your needs.
Mercedes Goosley owned a home in Pennsylvania. In 2013, she Continue reading
- My family and I don’t own much. Can’t we put off planning until we can afford it?
You shouldn’t. It is crucial to give legal authority to a person of your choice to care for your children if anything should happen to you. You don’t want your children to become wards of the court Continue reading
Americans are becoming more apt to travel by plane as new and better protocols addressing safety in the prevention of coronavirus transmission are put into place. Airports, airline personnel, and TSA agents are handling a huge increase in the number of airline passengers, according Continue reading