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How Can I Be a Good Caregiver?

Not everyone can afford to hire an in-home nurse or professional caregiver. Today, there are around 45.3 million unpaid, non-professional caregivers in the United States taking care of a loved one.

Posted on: May 1, 2020

Relocating for Retirement, Family … or Taxes?

Does your ability to pass on your wealth to your heirs depend on where you live ... and die? Indeed, it does.

Posted on: April 30, 2020

What’s the Difference Between an Inter Vivos Trust and a Testamentary Trust?

Estate planning offers tools to establish and maintain effective control over cash, investments and real estate assets during a person's lifetime and upon death. While wills and beneficiary designations work well to ensure that an estate plan meets the unique needs of the individual establishing the plan, each has its limits.

Posted on: April 29, 2020

Handing Kids Keys to Your Home Is Never Good Estate Planning

Adding an adult child to your house deed, or giving them the home outright, might seem like a smart thing to do. It usually isn’t.

Posted on: April 28, 2020

Rules for the HIPAA Waiver Relaxed?

Under the temporary enforcement waiver, OCR won't impose penalties for disclosure of protected health information, if the business associate makes good-faith use or disclosure for public health activities and informs the covered entity within 10 business days.

Posted on: April 27, 2020

Massive Changes to RMDs from Stimulus Plan

Here are the highlights of the most recent tax changes found in the $2 trillion coronavirus relief bill, which the Senate has approved, and the House recently passed.

Posted on: April 24, 2020

Estate Plan Updates in the Age of Coronavirus

Financial advisors and estate attorneys say they are seeing a flurry of inquiries from people seeking to update or draft wills and take other estate-planning measures amid the coronavirus crisis.

Posted on: April 23, 2020

Do I Really Need a Health Care Proxy?

An Advance Directive/Living Will is that type of document. It provides authorization for the termination of life support. It is a document that only you can sign – you cannot delegate the power to make that decision.

Posted on: April 22, 2020

Does the Stimulus Bill have an Impact on RMDs?

The $2 trillion stimulus plan enacted Friday includes a temporary waiver of required minimum distribution rules for certain defined contribution plans and IRAs for calendar year 2020.

Posted on: April 21, 2020

Finalizing Estate Planning Documents while Social Distancing

Besides seeking to draft or alter wills and trusts, many clients were changing trustees, executors and the agents they assigned to oversee their finances and health care, if they were unable to make decisions themselves.

Posted on: April 20, 2020