Parents may be surprised to learn that without some specific documents in place, they will no...
Archive - December 2019
How Does Enrolling for Medicare Work with Social Security?
Social Security and Medicare are social safety programs that Americans pay into during their...
What’s Happening to the Tax Benefits of Large Gifts?
Large gifts made between 2018 and 2025 will not lose the tax benefit of the higher exclusion level...
What Do I Need to Know About Owning Property with Someone Other than My Spouse?
It's very common for spouses to title property they own together as ‘joint with right of...
Share Your Estate Plan Now to Protect Your Family When You Are Gone
Estate planning clients, typically those nearing or beyond retirement, often ask what kind of...
Holiday Gatherings Often Reveal Changes in Aging Family Members
It’s a common occurrence. Far flung family members return home to visit elderly relatives for the...
Is There A Retirement Spending Balance: Not Too Much, Not Too Little?
People entering retirement will have to devise a smart strategy of how to spend their savings. They...
What Should I Know About Joint Tenancy?
Joint tenancy is an arrangement that allows beneficiaries to access your account, without having to...
Can You Explain the Concept of Step-Up Basis?
There are several tax concepts that are important for real estate investors, but for many people...
How Do I Protect My Elderly Parent from Scams?
Adult children of seniors need to be alert, because there are some insidious financial scams out...