Medicare Extra Help Program Set to Expand in 2024
Seniors and disabled citizens will receive more access to the Medicare Extra Help Program as of the beginning of 2024.
Seniors and disabled citizens will receive more access to the Medicare Extra Help Program as of the beginning of 2024.
Most young parents are not concerned about death or serious illness or injury. As unlikely as such a serious event is when we are young, it is a possibility. This is why we pay for medical insurance, disability insurance, and…
In wealth transfer and estate planning, some people seek strategies that preserve their assets, as well as provide financial benefits. One such strategy is the grantor-retained income trust (GRIT). GRITs offer a unique opportunity for individuals to retain an income…
For high-net-worth families, a variety of legal strategies are available to maximize wealth preservation and minimize tax obligations. However, tax laws continually change and can impact new and existing estate plans. For example, the SECURE and SECURE 2.0 Act presents…
Generally, parents treat their children equally when it comes to money or property inheritances. But sometimes, parents intentionally choose to not leave anything to a child, and the reasons for doing so may vary. One reason could be that a…
Your estate plan should be created with the help of a professional team to provide you with the best advice and legal documentation to ensure your legacy is protected for future generations. Aside from an estate planning attorney, who often…
Many adults don't have a will, much less an estate plan addressing their online profiles. As your online presence grows professionally and personally, taking charge of your digital assets and plans for them after you die becomes important. Some social…
You can delegate the power of attorney to someone you trust to conduct transactions or make decisions on your behalf. They could be related to personal finances, business operations, or medical needs and used for a single immediate purpose or…
An estate plan is designed to ensure that your assets are distributed according to your wishes and to provide for your loved ones after you pass away. It requires organization and strategy and begins with five key legal documents that…
COVID-19 has brought greater awareness in the US of the need for wills, living wills, and living trusts. Still, this knowledge is not translating into estate planning action. No matter your age or asset level, having a will is beneficial.…