2020 Important Social Security, Medicare, Tax, & Medicaid Numbers
What are the income limits and Medicaid numbers for 2020.
What Does It Mean to Die Intestate?
To die “intestate” means a person died without a valid Last Will & Testament, or a will. This commonly occurs when one fails to create a written will. However, a person may die intestate if a court determines her will is invalid. In some rare cases,...
Can A Trust Be Used to Encourage Beneficiary Behavior?
While an inheritance is nothing more than the transfer of property or money to a beneficiary, many clients hope it will enhance the beneficiary’s life well into the future. Clients may wish to secure basic necessities for a child. They may want to ensure it...
2017 Medicare, Medicaid & Social Security Limits
Each new year Medicare premiums, Social Security earnings, tax limits, and the minimum wage change. The same will happen on January 1, 2017. Here is a summary of the important numbers you need for your retirement, estate planning, and special needs planning:...
Can I Use Internet Forms For My Estate Planning?
I give a lot of community presentations estate planning. At these presentations, the most common question get is: Can I use internet forms to do my estate planning? The answer I give in my presentation is from the old Fram Oil Filter commercial: “The choice is...
