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Fraudulent Social Security Calls Still Targeting Seniors

You’ve probably received one: A recorded call warns of a problem with your Social Security number. To fix it and avoid legal action, you’re told, you must call back immediately—and pay up.

Posted on: March 30, 2020

C19 UPDATE: Tax Filing Deadline Extended to July 15

Treasury Secretary Steven Mnuchin announced Friday that the administration has moved the IRS deadline for filing taxes from April 15 to July 15 due to the disruption caused by the coronavirus.

Posted on: March 26, 2020

How Bad Will Your Estate’s Taxes Be?

There were only approximately 1,900 taxable estates in the U.S. in 2018, which is less than 0.1 percent of people who died that year.

Posted on: March 25, 2020

Surprising Ways Beneficiary Designations Can Damage an Estate Plan

During the estate planning process, these beneficiary designations are reviewed to ensure that the beneficiaries are correct, and that the distribution of these assets conforms with the client’s intended estate plan.

Posted on: March 24, 2020

Estate Planning Is For Everyone

The most common misconception estate planning attorneys hear, is that someone doesn’t need an estate plan because their client isn’t elderly or on death’s door.

Posted on: March 23, 2020

Your Estate Plan is a “Dynamic Document”

Failing to ensure that your asset titling and beneficiary designations are coordinated with your estate plan, can lead to unintended costs, taxes and outcomes.

Posted on: March 20, 2020

How Do ABLE Accounts Work?

ABLE accounts can be powerful financial tools for those living with a disability. Here's how they work.

Posted on: March 19, 2020

C19 UPDATE: Paying for Covid-19 Testing and Treatment if You Have a High Deductible Insurance Plan

If you have a high deductible health plan (HDHP), you may still be able to get coverage for Covid-19 testing and treatment without paying a deductible.

Posted on: March 19, 2020

Why Do I Need to Have Up-to-Date Beneficiaries on My Accounts?

Losing a loved one isn’t just an emotional burden — it also carries an administrative load. There are flower arrangements to pick, eulogies to write and a stream of paperwork to sort through.

Posted on: March 18, 2020

How Can I Fund A Special Needs Trust?

If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security Income might not pay for, and a special needs trust may be used to address those financial challenges. Most importantly, a special needs trust may help provide for your disabled child, in case you're no longer able to care for them.

Posted on: March 17, 2020